Most of what you read about saving more money is misguided. It focuses on the wrong things. Saving a fixed percentage of income Cutting expenses The two approaches are the same approach presented in different ways. Saving a fixed percentage of income that is more than what you currently save will mean reducing your expenses. […]
READ MOREYour Equity Compensation and Retirement
As your retirement date gets closer, it’s important to remain proactive about your financial plan. A retirement plan can help you understand what assets you have available for retirement, where your income will come from, what expenses you may incur, and how all the pieces of your plan fit together to ensure you can successfully […]
READ MOREUnderstanding your Employee Share RSU Cost Base
When you’ve got stock in a company, it’s normally a really, really good thing. Especially RSUs (or restricted stock units). They’re stock you get just by working in a company…. Ones you don’t even have to pay for. And any time those RSU shares “vest”—meaning the company hands ownership of them over to you—you become […]
READ MORE10 Steps for your Pre Retirement Planning
Retirement planning is adult homework. We would all rather be doing something else. As an adult, we work all day and have many other responsibilities. The thought of additional tasks seems suffocating. But I know this, you don’t want to work forever. So the sooner you get started on you adult homework, the sooner you […]
READ MORE3 Steps to work out How Much Company Stock Should I Keep
Most of the time, tech employees think it’s a good idea to keep “some, but not all” of their company stock. And as long as they believe in the company, we agree with them 110%. The only problem is, “some but not all” is not a specific number. If you don’t know what that specific […]
READ MORE5 Steps for Technology Industry Professionals to create their Retirement Plan
If you’re in big tech, you know there’s nothing quite like working for a big tech company like Microsoft, Amazon, Google, or Salesforce. They’re household names all over the world, and they’re resume GOLD should you ever choose to get a new job. The downside, though, is that there’s no big liquidity event like an […]
READ MORE5 Advantages of Restricted Stock – and What That May Mean For You
5 Advantages of Restricted Stock – and What That May Mean For You There are many types of equity compensation that an employer can include in an employee’s compensation package to attract and retain the best talent. Each kind has its own set of rules that apply to how that equity is managed, granted, and […]
READ MOREHow to Create a Sale Plan for Your Restricted Stock Units
Restricted stock units are commonly used as a compensation tool by employers who want to reward and retain key employees. If you’re on the receiving end of restricted stock units, or RSUs, you could be set to financially benefit if you meet specific conditions set by your employer. The requisite condition is often staying employed […]
READ MOREHow Much Company Stock Should I own?
It’s easy to get excited about owning company stock. Owning stock in our employer makes us feel like a team player and more deeply engages us with the company. However, at the end of the day, we often own company stock in the hopes of making money. If the company does well, then the value […]
READ MOREHelp, my RSUs just Vested!
If you are on the receiving end of an RSU award, you may be overwhelmed by the amount of new information, jargon, and rules coming your way. You might also feel uncertain about how new equity grants and vesting schedules should fit into your existing financial plan. To begin, you can start by focusing on […]
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