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What to Watch for If You’ve Got Non-Qualified Stock Options

I’ve spent the start of 2021 taking a close look at how equity compensation works, and how it can work better, for those who have the option. The rules, benefits and tax implications around the many types of equity compensation can be complicated, and it pays to understand how your own personal financial situation and […]

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Incentive Stock Options: How do these fit into my financial plan?

I am taking a closer look at how Incentive Stock Options (ISOs) work as part of my ongoing equity compensation series. The types of equity compensation we typically see are ISOs, Restricted Stock Units (RSUs) and Non-Qualified Stock Options (NQOs). In January, I gave an overview of these three equity compensation methods, and in my […]

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So you were granted Restricted Stock Units, now what?

Equity compensation is becoming more and more prevalent in today’s business marketplace, and in my most recent blog post, I gave an overview of some of its common forms including RSUs, ISOs and NQOs. In today’s post we’ll talk in more detail about Restricted Stock Units. RSUs give employees interest in company stock but have […]

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In a Changing World…What Are You Changing? Weigh Your Workplace Options (Including RSUs, ISOs and NQOs)

As we settle into 2021, many of my clients are dealing with the changing landscape of the working world (and the world in general) and re-evaluating how they are spending their time, money and mental energy. I can relate! I don’t think it’s an exaggeration to say that last year dealt a lot of challenges […]

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Is it possible to budget for healthcare? Budgeting is already a tough task for most of us.

Insurance is confusing, medical bills are a foreign language, and who has time for it? Have you actually read your healthcare plan and know your co-pays, prescription costs, deductible, or even premium per month? Let’s break down how you can find clarity on healthcare costs…and, heck, maybe even save some money. Summary of Benefits and […]

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