Amy Walls and the team at Thimbleberry Financial work with many clients in the tech sector. When an employee lands their first high-salary job in this field, it can be overwhelming. Today we talk about what to do.
What is the first thing someone should do? Maintain the Status Quo – temporarily.
- What’s next? Look at all of the offered benefits and make choices to set yourself up for success
- Insurance
- 401(k)
- Employee Stock Purchase Programs
- Equity Compensation (RSU’s, Stock Options)
- Outside items, like umbrella insurance and estate planning
- Is a Mega Back-Door Roth an Option?
- Look ahead to future needs
- Aging out – Conservatively, how much time do you have?
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com. The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/
