Now that companies are staying private longer than ever, more and more technology professionals are being recruited to work at pre-IPO companies. Which is why we're often asked if one is inherently better than another. This month we interviewed Georgina Lai to find out.

If you have restricted stock units (RSUs) that have vested you also have ordinary income. Whether or not you will pay for the associated tax liability out of pocket is generally determined by withholding. Never hear of such a thing? No worries, we got your covered.

What you focus on has powerful implications for where you will go in your personal life, your career and more. We believe your finances are no exception, which is why it’s critical to have the right focus for your equity grants.

It’s been a wild year of tech IPOs. And for our team at Schmidt Financial Group, we couldn’t be more grateful for the opportunities we’ve had to work with clients navigating these exciting circumstances.

Shareholder and advisor, Evan Schmidt, has been acknowledged as a best-in-state next-gen advisor. We’re proud of this recognition and believe it validates the importance of advisor specialization. Everything we do as a firm is done with a clear purpose, to guide our clients with equity grants to the best of our ability. “The problem is incorporating employer stock into a financial plan is not straightforward. There’s no one-size-fits-all solution, which is why the process can be frustrating and overwhelming. It’s also why DIY tools can disappoint.” This was one of the many things that Forbes and Shook Research took into…

If you keep ignoring those HR emails about open enrollment, you’re not alone. We do it too. But when you work for a tech company, your benefits have a much bigger impact on your life and finances than you may realize. Don’t leave money on the table just because the fine print is a little (and by a little… we mean a lot) tedious - we believe these three tips are a simple way to make the best decisions possible for 2020 and beyond (our second hack has the power to bring in serious dollars but only for the organized……