Blog

Career change

I was laid off. Which money decisions come first?

Collect the dates. See what can wait. Put severance, benefits, equity, taxes, and cash on one page.

Jake Song3 min read

401(k)

Before moving an old 401(k), compare the doors.

Compare the plan rules, costs, services, and tax questions before choosing a destination.

Jake Song2 min read

Taxes and cash

What severance withholding does, and does not, tell you.

Put the payment beside the rest of the year before drawing a conclusion from one withholding number.

Jake Song2 min read

Equity and benefits

What changes when company stock meets a career move.

Gather vesting dates, plan terms, and tax records before comparing the value of each choice.

Jake Song2 min read

Equity and benefits

Put every health coverage option on one timeline.

Compare end dates, enrollment windows, known costs, and care needs on the same page.

Jake Song2 min read

Taxes and cash

What should stay connected when income changes?

Cash, family needs, investments, insurance, and taxes can move together. Start with one shared view.

Jake Song2 min read