01 · The old 401(k)
Before moving an old 401(k), compare the doors.
The four common doors, the questions that separate them, and why the destination matters before a rollover begins.
Read the resource// Resources
Read the decision before you make it.
One library for the five money decisions. Browse by the thing that changed or by the decision already on your mind.
Resource library
02 · Equity
What changes when equity meets a career move.
A practical inventory for vesting, forfeiture, tax timing, offer comparisons, and company stock concentration.
Read the resource03 · Tax planning
The transition tax picture is bigger than one paycheck.
How compensation, severance, equity, and timing can interact in one year, with a clear boundary between planning and tax preparation.
Read the resource04 · Health coverage
Put every health coverage option on one timeline.
A timeline for COBRA, Marketplace coverage, a partner plan, and a new employer plan without inventing a universal employer subsidy date.
Read the resource05 · Runway
Build a runway you can update.
A simple way to see available cash, fixed and flexible spending, known inflows, tax reserves, and the assumptions that change the answer.
Read the resourceUse the work
Tools before a call.
Interactive
Severance X Ray
Answer 15 questions and receive a private readout for runway, deadlines, and the five decisions. No email gate.
Start the X RayPrintable
Offer comparison worksheet
Put current and new base, bonus, equity, benefits, forfeiture, and tax questions in one honest comparison.
Use the worksheetRead tonight
90 Day Decision Guide
A practical guide to the five decisions, with worksheets and room for your dates. No email gate.
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After Big Tech: Jobs and the Money Side
Join 230+ technology professionals working through career and money questions on LinkedIn.
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After Meta: The Money Decisions
Follow the monthly LinkedIn newsletter for one connected decision at a time.
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Most people don't need more information. They need clarity.
Bring the move, the offer, the package, or the question you can't get out of your head. We'll start there.
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