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Tag: Tech Companies

November 14, 2023

Tips for Microsoft Open Enrollment

Open Enrollment at Microsoft begins in early November. The following is a summary of elections to consider, and as always, please reach out to your Coldstream advisory team if you have questions. HSA (Health Savings Account) If you choose an HSA eligible health plan, you can modify your HSA elections at any point during the year, [...]

David McintoshAlex McBain
Contributions from: David McIntosh, CFP®, Alex McBain

August 14, 2023

Getting The Most From Your Microsoft Benefits

Microsoft (MSFT) provides generous company benefits which can help employees build wealth, manage risk and secure their future. It’s important to consider how to best integrate the additional compensation, retirement and health benefits into your financial plan. Equity Awards Your annual grants of Microsoft shares can support short-term cash flow needs or long-term goals, such [...]

David Mcintosh
Contributions from: David McIntosh, CFP®, Anne Marie Stonich, CFP®, CPA

March 7, 2022

The Tax (Wo)Man Cometh…

Let me tell you how it will be There’s one for you, nineteen for me ‘Cause I’m the taxman Yeah, I’m the taxman – George Harrison, The Beatles Last spring, colleague Vince Lee outlined various non-cash-intensive ways companies leverage stocks in many benefits packages, in lieu of larger salaries. These restricted stock units (RSUs) and/or [...]

Becky Wilcox
Contributions from: Becky Wilcox, CFA®, MBA, FRM®

September 29, 2020

Evaluating/Negotiating a Job Offer

September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions.  A job search can be competitive and confusing, especially if you haven’t looked for a job in a while.  Companies in sectors that have been weathering the current economic storm well are still hiring, although the interview [...]

Vince Lee
Contributions from: Vince Lee, CFP®, CPA

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