Powerful Insights on Financial Planning

TOP TIPS TO HELP YOU BUILD YOUR FUTURE

Financial Tips for Phased Retirement from Microsoft

For longtime Microsoft employees, retirement isn’t always an all-or-nothing decision. Many professionals want to step away from full-time work but aren’t quite ready to retire completely. Fortunately, Microsoft employees have several options to ease into retirement and make a smooth exit. Here are some financial strategies to help you phase out of Microsoft on your own terms.

Read More

6 Costly Tax Traps for Microsoft Employees to Avoid

Working at Microsoft comes with some serious financial perks, from stock awards to great retirement benefits. But with those perks come some sneaky tax traps that can catch you off guard if you’re not careful. Without a solid tax plan, you could end up owing more than expected.

Read More

Tax Tips for High-Income Microsoft Professionals

For high-earners at Microsoft, tax optimization is more than just a good idea — it’s a financial necessity. With the right strategies, you can significantly reduce your tax burden while growing your wealth.

Read More

25 Microsoft Retirement FAQs

As a Microsoft employee, understanding your retirement benefits will help you optimize your finances and plan for the future. Here are the answers to all your most common questions.

Read More

Maximizing Your Microsoft Retirement Benefits

Microsoft’s retirement benefits are some of the best in the tech industry. From a robust 401(k) to a generous employee stock purchase plan, employees have several opportunities to optimize their savings. Here’s a breakdown of the key retirement benefits and how to make the most of them.

Read More

Schedule a 15-Minute Call With Us