Financial Planning:
Thoughts and Commentary

Restricted Stock Units and Stock Appreciation Rights; The Happy Balance

What to consider when choosing between Restricted Stock Units and Stock Appreciation Rights

The Who! What? Podcast, Ep. 5 - What is the Difference Between SARs and RSUs?

This episode compares SARs and RSUs and what you need to consider when choosing between each option.

The Who! What? Podcast, Ep. 4 - What are Incentive Stock Options?

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...

Is Equity Compensation an Investment or Income?

Equity compensation refers to a non-cash payout offered by employers to employees, providing them with a stake in the company. It may...