Retirement

At We Financial, we specialize in helping tech professionals and founders unlock liquidity without having to sell their stock, options, or long-term investments. One of the most powerful strategies available is box spread financing — a market-based way to borrow against your portfolio. While it functions much like a security-based loan, it is technically not…

One of the smartest financial moves you can make in 2025 is fully maximizing your 401(k) or 403(b) plan—even if your employer does not contribute a single dollar. These accounts offer powerful tax benefits that can compound significantly over time, but too many people underuse them. What Does “Maximizing” Really Mean? In 2025, here are…