• RSU Income & Mortgage Qualification

    Working for a tech company—like Amazon—that uses Restricted Stock Units (RSUs) as compensation, can limit your ability to qualify for the home mortgage you might desire. Luckily, more mortgage providers now accept income from RSUs in their qualification calculations, but it may take some advanced planning on your part. This change is likely based on demand from borrowers—as more companies […]

    Continue reading
  • Happiness And Your Money

    You may have heard about a study out of Princeton University’s Center for Health and Well-Being which pegged the income required for maximizing happiness at $75,000 annually. The essence of the study’s findings is that day-to-day happiness, or what the study refers to as “emotional well-being,” continues to increase as income rises to $75K, and then levels off for higher […]

    Continue reading
Get Your “Guide to Successful Investing”
Download PDF
Our Mission
Contribute financial wisdom for Seattle's technology company employees; provide education on the financial benefits available, and prepare employees to be savvy in the management of their personal wealth.
  • Your financial future
  • 401(k) plan options
  • Employee stock purchase plan
  • Restricted Stock
  • Compensation structure