Blog Archive
Equity Compensation at 50+: Strategic Moves for Late-Career Tech Professionals
If you’re in your 50s or 60s working at a tech company in Southern California, you’ve likely accumulated a complex web of stock options, RSUs,
The Two RMD Trap: Why Delaying Your First Distribution Could Cost You Thousands
Picture this: You just turned 73, and you’re finally facing your first required minimum distribution. You’ve heard you can delay it until April 1st of
Your Financial Fire Drill: Why Pasadena Retirees Should Prepare Before the Market Alarm Sounds
Most of us remember fire drills from elementary school. The alarm would sound, and without thinking too hard, we’d line up, walk calmly to the
The Hidden Tax Time Bomb in Your RSU Grants: California Edition
When I sit down with tech professionals and engineers here in Pasadena, the conversation about Restricted Stock Units often starts the same way: “My RSUs
The Fear of Running Out of Money Is Real – And It’s Changing How Pasadena Retirees Plan
Sixty-four percent of Americans say they are more afraid of running out of money than they are of dying. Let that sink in for a
Before Tax Day: 5 Strategic Moves California Retirees Should Make Before April 15th
The countdown to Tax Day is on, and if you’re like many retirees I work with here in Pasadena, you might be thinking it’s too