Financial Geekery

November 22, 2019

Know someone who loves (a) nerds, (b) financial planning, and (c) operations/administration? Send this their way!

Operations Specialist

I’m looking for an operations specialist who’s looking to grow with our company -- and loves working with Gen-X/Gen-Y nerds!


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June 28, 2019

You should care if all of the following are true: You have a 401(k), 403(b), or any other qualified retirement plan, and/or an HSA You have more than $150,000 in total investable assets (including the accounts above) At least $50,000 of those assets are in IRA's a...

April 19, 2019

We've got new offerings! But what if, like Fezzik, you find yourself wondering: "which way's my way"? Good question! Here are our recommendations.

April 14, 2019

I've changed my services up a bit in order to offer up something more customized!

April 8, 2019

I've gotten a lot of feedback since Seaborn first launched its buffet of services. Most of it has been, "Great! This is exactly what I needed!" But some of it has been, "That's not bad, but what I really want is x (for varying values of x)." Which is unsurprising; most...

February 19, 2018

In the tech biz, you often deal with unique issues around employee benefits, in particular ones like ESPP's, stock options, HSA's and the like. What should you do when your options or ESPP vest? Do you use your HSA to pay for medical bills now, or as investment...

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