What financial steps might tech professionals take in April? Options could include: evaluate stock purchased at a discount, file tax return(s) or extension(s), make tax payment(s) or plan refund(s), review / rebalance investment portfolio, replenish emergency fund, and review tax refund(s).

What financial steps might tech professionals take in March? Options might include: select employee stock contribution %, plan major expenses, finalize last year contributions, prepare taxes, and schedule summer Paid Time Off (PTO).

What financial steps might tech employees take in February? Options might include: update saving for raise and bonus, schedule tax prep meeting, gather tax forms and create checklist, accept Restricted Stock Unit (RSU) grant, and review / rebalance investment portfolio.