Newsletter
Read Time: 5 Minutes
Welcome to the 43rd edition of the Tech Financial Planning (TFP) Newsletter.
What on earth is financial planning, and how is it unique for people in tech?
Or put more simply, what is it that we actually do with clients?
In this newsletter we’ll break down what financial planning is, both broadly and for our clients, and some ways we’ve helped clients this year.
Read Time: 4 minutes
Welcome to the 40th edition of the Tech Financial Planning (TFP) newsletter.
If you work at a public tech company, RSUs can represent a significant portion of your total compensation
While you can’t control the timing of when your RSUs are taxed, there are ways to use your RSUs to lower your total tax bill.
Either now or in the future.
In this newsletter we’ll break down 5 possible ways to use your RSUs to reduce taxes, run through an example, and importantly, consider when you don’t want to use these strategies.
Read Time: 5 minutes
Welcome to the 36th edition of the Tech Financial Planning (TFP) newsletter.
If you receive RSUs, you’ll need to decide what you will do when your shares vest.
Otherwise you may be sitting on a ticking (tax and financial) time bomb.
In this newsletter we’ll break down the 2 questions you should be asking yourself when your RSUs vest, plus 2 planning examples based on client scenarios we’ve worked through.
