When Should You Cash in Your Stock Options?

From our Financial Experts

 Sara Gelsheimer By: Sara Gelsheimer

Company stock options have the potential to be incredibly valuable, but cashing them in is often tied to complex emotions. Am I defying my company? How do I know when it's the right time? 

Too often we allow our emotions to drive financial decision-making. When we separate our money from our emotions, we make better financial decisions. Here are four factors to consider:

  • Your personal financial interests come before your job.
  • Make financial rules for yourself—and stick to them.
  • Put you and your family first.
  • Consider your retirement goals.

In this article, Sara expands on the above factors to help guide you in your decision-making whether that be planning for your financial future or stabilizing your current financial situation.

Read the entire article on Harvard Business Review.

Related Posts

Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. A Wealth Manager and Founder of InspireHer (Plancorp's Women's Initiative), Sara is also a new mom. More »