Free Resources
Short reads that pay for themselves.
Every one of these came out of real client conversations. Pick the one that matches your situation — or grab all four.
Free Resources
Four reads that pay for themselves.
Short, specific, no fluff. Pick the one that matches your situation.
The Paycheck Autopsy
Where your Eastside tech paycheck actually goes.
A line-by-line breakdown of a $250K TC paycheck — federal, WA, FICA, 401(k), ESPP, HSA — with six specific plays most high earners miss.
The Cash Flow Clarity Worksheet
Turn lumpy income into a steady picture.
A fillable worksheet that maps base salary, bonus cycles, RSU vests, and quarterly estimated tax into one clean monthly dashboard — the same one Rumesh builds with clients.
The Pre-Retiree Income Map
Month-to-month retirement cash flow, age 60 to 75.
Shows how pension, Social Security, 401(k) withdrawals, HSA, and Medicare timing stack into a monthly paycheck through retirement — with the healthcare bridge and Roth conversion window called out.
The Bonus & RSU Playbook
The withholding gap is a ~10% tax surprise waiting to happen.
Five plays for RSU and bonus earners: when vests actually hit, the withholding gap math, auto-diversification rules, timing sales across tax years, and a simple post-vest checklist.
Make confident financial decisions — one monthly read at a time.
Thoughtful insights from Rumesh Senanayake to help you feel more organized, confident, and in control of your financial life. Short. Practical. Never salesy.
- Tax-smart moves for high earners and families
- Retirement income strategy in plain English
- What’s actually worth doing this quarter
SC Financial Group
Clarity Compass
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. SC Financial Group, LLC is not registered as a broker-dealer or investment advisor.