Real buyer profiles and case studies: tech employees with RSU equity, concentrated stock positions, and the $2M-portfolio-meets-$2M-home scenario worked end-to-end.
RSU-heavy comp creates a specific home-buying problem: paper wealth that turns into a tax bill the moment you touch it. Here's the playbook tech employees use.
Read more about RSUs and Buying a Home: A Tech Employee's Playbook →If most of your wealth is one stock, buying a home means navigating tax, diversification, and lender constraints simultaneously. Here's the playbook.
Read more about Concentrated Stock + Home Purchase: Avoid a Tax Disaster →A fully worked $2M-portfolio / $2M-home case study — built originally as my own modeling exercise — with the surprises called out: the path that costs $2.26M, the path that ends up $1.3M richer, and the assumption that secretly decides which is which.
Read more about $2M Portfolio, $2M Home: A Case Study in Three Financing Paths →