Financial Strategist to FAANGMULA employees | Award winner | I help clients build assets, utilize their compensation packages and navigate student debt
Navigating corporate benefits for the first time can be a challenge. Coming from a family where your parents always handled these things on their own makes you appreciate their hustle even more. #FirstGenProfessional#NewExperiences
🎓✨ You've just graduated as a first-gen college student!
It's been a journey filled with hard work and determination.
Be grateful for the support you received from your family and friends. #FirstGenGrad#Gradszn#AchievementUnlocked
I onboarded a new client today who had to pay $25k+ last month, in taxes to Uncle Sam.
No state taxes...Texas!
We implemented a plan.
That will help reduce student loan payments and tax liability in one shebang.
Yay!
A client has a choice to make.
Take a position at a FAANG company or stay with his current seed-funded startup...
What would you do? Would name recognition win out over more money and a higher position?
Great news for those with student loans!
The #BidenAdministration has extended the deadline to consolidate your federal student loans, giving you more time to take advantage of the new forgiveness programs.
The new deadline is June 30, 2024. #StudentLoans
Have you ever thought what it's like to be a millionaire?
If you have, today is your day!
Having one million dollars in assets is a significant financial achievement and you may be like my client...
A millionaire!
Are you a secret millionaire? https://t.co/o1H16ltl1z
Understanding Equity Compensation: Equity compensation, such as stock options or shares, is a valuable benefit for employees. It aligns their interests with the company’s success. But it also comes with tax implications.
#EquityCompensation#EmployeeBenefits#Taxes#Shares#RSU
Equity Compensation: Have you ever relied on "Fred from Engineering" for your company's stock options advice? While well-meaning, there might be better strategies.
#EquityCompensation
In 2024, you can contribute up to $3,850 to an HSA with an individual health insurance plan, or $7,750 with a family plan.
HSA offers tax advantages and you can learn more here: https://t.co/aTz5QkjO9o
#HSA#EmployeeBenefits#TaxAdvantages#Health
Having been certified by two of the largest employee benefits providers in the world, I know firsthand how important it is to understand and use your benefits to your advantage.
A Healthcare Spending Account (#HSA) is a powerful tool to make every dollar count! #FirstGeneration
Understanding your tech employer's benefits isn't just about HR paperwork; it's about taking control of your career trajectory and personal well-being. ,#Tech#FirstGeneration#Grad#Gradszn#EmployeeBenefits
First-gen college grads in tech don't just break barriers; they shatter stereotypes and pave the way for a more inclusive and diverse industry. Keep leading the way! #DiversityInTech#FirstGeneration#Techie#Tech
In the dynamic world of tech, knowing your employee benefits isn't just about staying informed – it's about taking control of your career and financial future. #FirstGeneration#CollegeGrad#TakeControl