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Insights · Topic

Retirement planning

7 pieces from Don's library.

Insurance and protection

Long Term Care - One of My Financial Fire Drills for Googlers

Around August of every year, I go through the motions of asking myself whether today's the day I let my long-term care insurance policy lapse.

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Retirement planning

What Happens After You’ve Already Won?

I recently came across a profile of Jeff Dean that made me think about something beyond Google. Dean joined Google in 1999, when the company still had fewer than 100 employees.

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Concentrated stock

Can You Afford for Google to Stop Needing You?

Google has created extraordinary wealth for many Googlers and Xooglers. The bigger question isn't whether you'll stay- it's whether your financial life gives you the flexibility to choose.

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Concentrated stock

Google Made You Wealthy. Now What?

If you've spent the better part of your career at Google, there's a good chance your biggest financial challenge isn't building wealth anymore. It's deciding what your wealth is actually for.

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Leaving Google

Leaving Google? Don’t Rush Your Roth Conversion.

Don Hilario, CFP®, Hilpan Moxie Wealth Management, LLC - an investment adviser registered with the U. S. Securities and Exchange Commission.

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Tax planning

I’m a Retired Google Employee With $10M - Should I Be Doing Roth Conversions Right Now?

If you’ re a retired Google employee with a meaningful portfolio and no W-2 coming in, this is probably a question you’ ve asked. Or will ask.

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Retirement planning

What a 3% COLA Assumption Actually Means If You’re a Google Employee Planning to Retire on RSUs

Most retirement plans don’ t fail because people are too aggressive. They fail because they’ re just reasonable enough to go unquestioned.

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