Financial Planning:
Thoughts and Commentary

What you need to know when participating in an Employee Stock Purchasing Plan.

What is an Employee Stock Purchasing Plan (ESPP)? Should you participate if you have access to one? And if you do participate, what is...

What is an Employee Stock Purchasing Plan or ESPP?

The Who! What? Podcast, Ep. 3 - What are Employee Stock Purchasing Plans?

Is Your Equity Compensation Income or an Investment?

How should you treat your equity compensation? Is it a way to boost your income? Or an investment in your company?

Visualizing the Qualified Disposition Requirements

What is a Qualified Disposition, What are the Tax Benefits, and When is it a Viable Strategy?

There are so many things to think about when dealing with your equity compensation package that all the requirements, rules and...