Planning · 5 min read
How Much Should Your Family Spend on Housing? The 25% Rule
The 25% housing rule and how to build a family budget around your biggest expense.
Insights
Decisions worth understanding.
Equity compensation, taxes, and the decisions that connect your financial life.
Retirement · 5 min read
Boeing Pension: Lump Sum or Annuity? How to Decide
Boeing employees face one of the most consequential financial decisions of their careers. Here are the real trade-offs.
Tax Planning · 7 min read
Mega Backdoor Roth: The Complete Guide for Tech Professionals
How after-tax 401(k) contributions and Roth conversions work, subject to your plan’s rules and the combined annual contribution limit.
Retirement · 5 min read
When Should You Claim Social Security? A Complete Timing Guide
How claiming Social Security at 62, 67, or 70 affects your lifetime benefit. Here is the real math.
Tax Planning · 6 min read
RSU Tax Planning: What Amazon and Microsoft Employees Need to Know
The RSU withholding gap, multi-year tax strategy, and diversification timing for tech professionals in Bellevue and Seattle.
Business · 5 min read
Small Business Succession Planning: A Practical Guide for Owner-Operators
How small business owners can protect their life's work through a practical succession plan, regardless of whether they plan to sell.