FINANCIAL GUIDE FOR ENGINEERS

A Practical Guide to Personal Finance for Engineers

A straightforward guide to investing, taxes, retirement, compensation, company stock, and insurance.

INSIDE THE GUIDE

What the guide covers

Compensation

Understanding salary, bonuses, RSUs, stock options, and benefits.

Retirement

How to prioritize your 401(k), HSA, Roth IRA, and other accounts.

Investing

Building a simple, diversified, long-term investment strategy.

Taxes

Strategies for making your income and investments more tax-efficient.

Company Stock

Managing concentration risk and making thoughtful decisions about employer equity.

Financial Protection

Emergency funds, insurance, estate planning, and protecting your income.