March 08, 2024 | Microsoft Corporate Benefits: Working at Microsoft Our guide to Microsoft corporate benefits offers strategies and tips employees can use to take control of their financial future. Read more
March 06, 2024 | RSU Vesting: A Guide to Understanding Restricted Stock Units RSU vesting represents a promise of future equity in a company, typically granted to employees as part of their overall compensation package Read more
March 04, 2024 | Deferred Compensation: A Guide for Executives Deferred compensation can have a significant impact on your compensation and implications for your overall wealth management strategy. Read more
February 03, 2024 | Stock Options and Cash Compensation Negotiating compensation is about managing your risk. Apply this framework where stock options and RSUs come into play. Read more
February 02, 2024 | Financial Planning for Equity Partners You don't have the time to deal with all the complications of making the jump to ownership. Read more
February 01, 2024 | ISO vs NSO: The Tax Implications You can't compare ISO vs NSO without considering the different tax rules. Knowing the differences is an essential step in financial planning. Read more
January 31, 2024 | Amazon Employees: The Best Ways to Leverage Your Charitable Giving Now that the standard deduction has doubled, many are finding that their donations no longer produce the tax benefits they once did. Read more
August 16, 2023 | AMT Stock Options: What You Need to Know When determining when to exercise and sell your incentive stock options, you’ll want to be mindful of the alternative minimum tax. Read more
July 02, 2023 | Employee Stock Options: How They Work and What to Expect Many companies offer employee stock options as part of compensation, giving you an opportunity to benefit if the company's stock increases over time. Read more
February 23, 2023 | 457 Plans: Key Differences Learn the differences between 457 plans and how they can be integrated into your broader financial picture. Read more