When Should You Cash in Your Stock Options?

InspireHer: Plancorp Women’s Initiative

 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.

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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 »

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

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