Questions Techies Should Ask Their Tax and Financial Advisors

Finding advisors who understand ISOs, NSOs, and RSUs is difficult. This article arms you with questions you can ask advisors to make sure they actually know their stuff.

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What are 10b5-1 Plans and Should I Use One?

10b5-1 plans protect you from insider trading allegations as you sell company equity. While 10b5-1 plans can be intricate, this article helps give you an intro and gives an example of a basic 10b5-1 plan.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

11 Investment Tips for People in Tech

There’s a lot more to investing than just buying and holding a stock. This article will give you other things to think about when trying to decide where to invest your money.

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