Tenured Amazonian | Wealth45 | Personal Finance | Build Wealth, Retire Well

Tenured Amazonian

  • Ever since Amazon’s humble beginning in Jeff’s garage, it’s been exciting, challenging, and exhausting to work there. Luckily, AMZN stock has provided big rewards—especially recently.

    If you have been with Amazon for at least a few years, your RSUs have done very well. Life is good.

    It may be a great time to step back, apply some more structured thought to your finances, and develop a solid plan for your family’s future.

    • Given my large exposure to Amazon stock (via RSUs), how should I be thinking about my other investments?
    • How will Amazon’s rising stock price impact my future compensation?
    • As my highly appreciated RSUs vest over the next couple of years, am I prepared for a potential spike in my total compensation?
    • Have my 401k investments moved from my target allocation? Should I be contributing more?
    • Should I switch to a high-deductible health insurance plan for the tax benefit? How much should I contribute to my Health Savings Account (HSA)?

    Wealth45 provides information and resources to help bring clarity and focus to these decisions and your overall financial life.

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