Incentive Stock Options – Part 3: Decision-Making
By now, you’ve hopefully developed a baseline understanding of just what exactly incentive stock options even are and have a working sense of how taxes fit into the equation. Equipped
Eddy
Incentive Stock Options – Part 2: Tax Planning
Once you have a firm grasp on the fundamentals of incentive stock options, it’s time to peel back the layers on their tax implications. While they can seem needlessly complex,
Incentive Stock Options – Part 1: What Are They?
Stock options are a major player when it comes to equity compensation, especially for those who work in the tech startup space. Not to be confused with their cousin, restricted
Comparison: The Thief of Joy & a Monster Without Context
Two of the most helpful financial tools out there might just be: A pair of earplugs A set of blinders Hear me out… The Thief of Financial Joy The idea
RSUs: A Guide to Decision-Making and Taxes
RSUs are an increasingly familiar form of equity compensation these days. When handled well, they can be a true boon to your financial plan – expediting progress toward major goals
How to Take Control of Your Cash Flow
I believe the venerable Wu-Tang Clan hit the target when they posited that “cash rules everything around me”. It’s a simple yet profound fact of the modern world we live
Boost Your Charitable Giving Strategy
Are you planning on donating to a charitable organization this year? If so, you may be able to take advantage of some helpful tax strategies – in addition to
Our Journey of Comingling Finances Before Getting Married
What does a financial planner reflect on in the final days before getting married??? Finances. Ok. Sure – a couple of other things too… But it’s up there. It’s who
The Importance of Open Enrollment Season for Families
The leaves are changing. Store shelves are overflowing with Halloween candy and holiday decorations. Pumpkin spice lattes and sweaters have made their annual comeback… This can all mean only one
Making the Most of Your HSA
To those who have access to them and the means to contribute, a Health Savings Account (HSA) can really feel more like a Hype Savings Account for your financial plan