Donor Advised Funds (DAFs) are charitable accounts that can be set-up at your custodian, similar to a brokerage account. These accounts are a powerful tool for technology professionals because contributions of appreciated stock can be made with immediate tax benefits.

Check out some of our key tips for how to make financial wellness an achievable resolution in 2020.

Are you making the most out of your plan to reach your financial planning and lifestyle goals? In this post we breakdown the key components of the Amazon benefits plan available to employees.

Microsoft has one of the best overall benefits and retirement packages in the industry. Are you making the most out of your plan to reach your financial planning goals? In this post we breakdown all of the aspects of the Microsoft Benefits plan available to employees.

Laddering is a strategy for Term Life Insurance coverage which involves structuring your policies in a way that frontloads coverage when you need it most and trails off accordingly, reducing the cost of life insurance coverage over time.

For folks at public companies with large amounts of their prior employers stock in their 401(k), Net Unrealized Appreciation can offer a material tax advantage - especially if the stock has been held for a long time and has appreciated substantially.

While there are various types of accounts that offer tax-advantaged ways to save towards a college education, the 529 Plan account is one of the most impactful plans due to the significant tax advantages offered and flexibility of the account.