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My homeowner clients often have a wish list of home improvement projects. Embarking on a major renovation for the first time can feel daunting. I collected my clients’ FAQs and interviewed Alice [...]

All adults, including young adults, singles, and the child-free, should have an estate plan. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. Although [...]

Escaping the Bay Area or California altogether has been a hot topic in the news. In 2020, many people left the expensive Bay Area, which led to massive drops in SF rents. I was interviewed on [...]

The Snowflake IPO is the largest software IPO ever. After pricing its IPO at $120, the stock price has surged. You may have sold 25% of your shares during the December window. Another important [...]

RSUs (Restricted Stock Units) are company stock that will be paid according to a vesting schedule. The taxation of RSUs isn’t straightforward. And what’s even more difficult is [...]

Incentive Stock Options are complicated. If you’re an early employee of Affirm, Snowflake, or soon-to-IPO companies like Coinbase, you likely are facing a windfall. Before you go down the [...]

Congratulations on your company’s IPO! Now comes the hard part as you wait for the lockup period to end. Traditionally, companies enforced a 180-day lockup period. Recent IPOs from Affirm, [...]

Happy New Year! Finances are a common new year’s resolution. And the complexity and magnitude of your Snowflake stock compensation is a lot to handle alone. I previously wrote about how [...]

You may have received another equity award from Snowflake called Restricted Stock Units. RSUs are more straightforward compared to your Incentive Stock Options, which were granted pre-IPO. RSUs [...]

After guiding clients through their company’s IPO and the subsequent lockup, I wanted to share lessons from their experiences. You’ll learn about the three mental traps I’ve observed [...]