As a high-earning top performer in your company, managing your compensation wisely is essential for maximizing your benefits, especially when that comes in the form of stock options or other types of equity compensation. Read more…
100% Stock Portfolio: Sound Strategy or Click Bait?
In the world of investing, the allure of higher returns can often overshadow the importance of prudent risk management. Read more…
Synthetic Equity Explained: Your Guide to Understanding This Type of Deferred Compensation
Synthetic equity. Phantom stock. Stealth securities. Read more…
How Much Money Should You Contribute To Your ESPP?
The Short Answer: How much should you contribute to an ESPP? How much you should contribute to your ESPP depends on your cash flow, debt, and savings. With lower‑interest loans or a small emergency fund, contribute a modest, comfortable percentage. If you have no debt and strong savings, aim to Read more…
The Untold Advantages of Your Employee Stock Purchase Plan (ESPP)
Congratulations! Your employer has an Employee Stock Purchase Plan (ESPP)! It’s easy to know what to make of excellent healthcare or an annual bonus, but it’s harder to wrap your head around how to participate in a well-managed ESPP. Should you participate? How much should you contribute? Is it Read more…
Tax Planning for Equity Compensation
Equity compensation comes in several forms, including stock options, restricted stock units and employee stock purchase plans (ESPP). Each type of equity grant gives employees a stake in their employer’s financial success and a chance to boost their income. Read more…
Understanding Equity Compensation and Incentive Plans
Equity compensation plans come in multiple forms, including stock options, restricted stock units (RSUs), and employee stock purchase plans. Each is designed to give employees a direct stake in the financial success of their companies, and hopefully to provide additional monetary benefits beyond Read more…
Smart Tax Strategies, Return Tips and Mistakes to Avoid with Equity Compensation
One of the most powerful advantages of equity compensation is that equity awards typically offer ways to defer or minimize taxes. But making the most of stock options, restricted stock units and other types of equity compensation requires smart tax planning—otherwise, you could end up with a Read more…
Federal Student Loan Rates Are Going Up. Now What?
Interest Rates on Federal Student Loans Are on The Rise. Consider these 5 Key Benefits Before Bypassing Them For Private Student Loans. Read more…
