Resources
Tools, calculators, and insights to help you make smarter decisions with your equity and finances.
Tools & Calculators
AMT Calculator
Estimate your Alternative Minimum Tax exposure from ISO exercises and plan your strategy.
Try it →Five Tax Reduction Tools
A free guide covering five tools tech employees can use to pay less in taxes over their lifetime.
Get the guide →Mastering Tech Equity & Benefits
Free 2-hour video training on maximizing your equity compensation and avoiding costly mistakes.
Watch free →Blog Posts
What is the ROI of Working with a Financial Advisor?
Good financial planning doesn't always require an advisor. A look at the kinds of value an advisor actually adds, how measurable each one is, and when the incremental benefit is worth the fee.
Read more → Aug 7, 2025Decoding the One Big Beautiful Bill Act for Tech Workers
Key tax changes from the One Big Beautiful Bill Act that impact tech workers - from SALT cap increases and AMT complications to QSBS updates and ACA premium changes.
Read more → Jun 19, 2025Why Flat-Fee Financial Advice for San Francisco Bay Area Tech Professionals?
Why the traditional AUM fee model falls short for tech professionals and how flat-fee financial advice better serves those with equity compensation, lumpy income, and complex tax situations.
Read more → Jan 6, 2025Why You Might Want to Exercise Your Incentive Stock Options Early in the Year
How exercising ISOs at the beginning of the year can give you flexibility to benefit from favorable tax treatment while reducing downside risk.
Read more → Apr 6, 2024Navigating the IPO Journey: A Tech Employee's Guide
A comprehensive guide to equity compensation strategies, tax planning, and decision-making frameworks for employees whose companies are going public.
Read more → Mar 7, 2024How Much Does It Cost to Spend a Month in Cancun During Peak Season?
A detailed expense breakdown of spending a month in Cancun during peak season - from lodging and transportation to groceries and activities.
Read more →Ready to put these tools to work?
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