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Should I Sell My RSUs Immediately or Hold?
November 13, 2025 | By Jessica Goedtel, CFP®
Ahh, the biggest question for anyone who gets stock compensation. Should you keep your stock as it vests, or cash it out? It can be a heady feeling to watch your stock climb and climb. Or terrifying. It can be tough to decide. Maybe you’re hearing people on the Slack investing channel how they’re going […]
Continue Reading →What to Know Before Clicking “Exercise” – Options When Exercising Your Options
October 9, 2025 | By Jessica Goedtel, CFP®
You’re finally ready for it – exercising your stock options. You’ve done your research, you’re happy with the price, and you’re hyped up to get it done. Whether you’ve got ISOs or NSOs, there’s a few extra decisions you’ll need to make when you hit the exercise button. Let’s walk through your different exercise options […]
Continue Reading →What’s the Difference Between ISOs, NSOs, and RSUs?
September 10, 2025 | By Jessica Goedtel, CFP®
Equity comp can feel like a foreign language. You’re stuck in Acronym City without a translator. ISOs, RSUs, NSOs… what the heck? These letters can make a big difference in your finances, but most tech workers never get a clear explanation. That’s what this post is for: a simple breakdown of what each one is, […]
Continue Reading →Got a Bonus or RSUs? 4 Important Money Moves to Make
August 26, 2025 | By Jessica Goedtel, CFP®
So you’ve been in the tech world a while, working hard, building your skills, and climbing the ladder. And now you’re finally seeing the payoff. Maybe it’s your first big performance bonus, or those long-awaited RSUs just vested. First off, congratulations! This is a huge milestone in your career. But with that excitement comes new […]
Continue Reading →New Goals for a New Year
January 22, 2025 | By Jessica Goedtel, CFP®
It’s that time of year again – when you get inundated with articles and posts about New Year’s resolutions. Honestly, I love them. I know it’s an arbitrary date in the sand. But something about the shift from cheese-filled holidays to the new year gets me in the goal-setting mood. Financial goals also fit nicely […]
Continue Reading →What’s the Big Deal with Tax Extensions, Anyway?
October 24, 2024 | By Jessica Goedtel, CFP®
There’s a misconception that tax extensions are a tool for wealthy people. In reality, anyone can file an extension. But extensions are a lifeline for tax preparers. Tax season is brutal for everyone. There’s a limited time window for you to collect documents, find a preparer or software, and submit everything to your taxing authorities. […]
Continue Reading →Organize Your Savings with the Bucketing Method
September 20, 2024 | By Jessica Goedtel, CFP®
The core of a solid financial plan is having cash set aside for things you might need in the next year or two. I don’t mean cash under the mattress (please don’t) but money in an account you can easily access. High-yield savings accounts are perfect for this. You can put your money aside somewhere […]
Continue Reading →Advocacy on Capitol Hill – Talking With Congress About Banking Discrimination in Sex Work
May 18, 2023 | By Jessica Goedtel, CFP®
Last week I had the honor of participating in the Free Speech Coalition’s fly-in to Capitol Hill in DC. Our goal was to discuss with legislators the effects of banking discrimination in the legal sex work industry. The issue at hand. According to the Free Speech Coalition’s recent study, nearly two-thirds of people in the […]
Continue Reading →Tax Forms Guide for Tech Workers
February 27, 2023 | By Jessica Goedtel, CFP®
Tax season is now upon us. Collecting tax documents can be a hassle, especially if you aren’t sure what you’re looking for. To save you some trouble, I’ve put together a quick guide on what to look for if you’re a tech worker with equity compensation. All tax documents are important, but some are more […]
Continue Reading →Putting the “S” in S-Corp – What Online Sex Workers Need to Know
February 7, 2023 | By Jessica Goedtel, CFP®
Let’s play two truths and a lie. “You need an S-Corp for your OnlyFans. It’ll save you money on taxes, plus you’ll get to deduct lots of expenses. It’s easy!” Truth: An S-Corp may save you money on taxes. Profits for S-Corps aren’t subject to self-employment taxes. You may have seen these before on a […]
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