Financial Planning:
Thoughts and Commentary

A quick summary of how the election will, and will not, affect your accounts.

Maximizing the tax benefits of an Employer Stock Purchase Plan

What to consider when choosing between Restricted Stock Units and Stock Appreciation Rights

401k Rollover

This episode compares SARs and RSUs and what you need to consider when choosing between each option.

An easy and quick explainer of Equity Compensation

What is an Employee Stock Purchasing Plan (ESPP)? Should you participate if you have access to one? And if you do participate, what is...

Discussing the philosophy about how to view equity compensation, and factor your package into your financials plan.

How should you treat your equity compensation? Is it a way to boost your income? Or an investment in your company?

There are so many things to think about when dealing with your equity compensation package that all the requirements, rules and...

Equity compensation refers to a non-cash payout offered by employers to employees, providing them with a stake in the company. It may...

The internet is a wonderful and amazing testament to the ingenuity of the human mind. It has made the world smaller, brought people...

In a world of uncertainty, we are encouraged to focus on what we can control, and to worry little about what we cannot. This is easier...

The goal of the average American family is to make sure that they are never in a financial bind. More than simply reaching financial...