You’ve developed a specialized skillset as a technology professional. Your personal finance reference should match.
Whether you want to build your wealth, manage your finances, or learn best practices for handling the unique financial issues you face as a technology professional, wealth manager Bruce Barton lays out the information you need on:
> Stock-based compensation, such as stock options, restricted stock units, restricted stock, and employee stock-purchase plans
> Balancing spending between your working years and retirement, and tips for keeping spending under control
> How much you should be saving for regular or early retirement and the types of accounts you should be using
> Investing using an institutional approach, including techniques such as asset location and exploring private investments for accredited investors
> A host of housing and real estate issues in high-cost tech cities
> Taking care of yourself and family matters while dealing with overwork and stress
> Concepts and techniques for reducing taxes, including considerations for the 2018 tax law
> Making your retirement real by considering where you will live, what you will do, sustainable withdrawal rates, and order of withdrawal from your accounts
> Practical considerations for initial public offerings (IPOs) and acquisitions and their impact on your financial life
> Considering your legacy and charitable giving plans
Whether you’re on the hit-or-miss path through a succession of tech startups or you re steadily moving up in the corporate tech world, following these accessible practices will help you feel secure in your financial future while enjoying your life to the fullest today.