Articles on RSUs, severance packages, concentrated stock, and the compensation decisions that don't get a second chance. Written for Austin tech workers and professionals in transition.
A severance package is a tax event, a healthcare decision, and a career pivot all hitting at once. The order you take them in matters more than people think. Here's the sequence I walk Austin tech workers through.
Read articleVesting in Austin tech is a great problem to have, until 60% of your net worth is one ticker. The hardest part isn't selling — it's deciding what "diversified" actually looks like for someone in your tax bracket.
Read articleThe TCJA rates were scheduled to sunset at the end of 2025. They didn't. Bret walks through what changed, what carried over, and what to plan around.
Read at MWWMAn IRS-qualified vehicle that can allow significantly higher annual contributions than a SEP or Solo 401(k) for the right owner.
Read at MWWM30 minutes with a fiduciary advisor.† No cost. No pressure. Just an honest conversation about your money.