Financial Planning:
Thoughts and Commentary

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

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...