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Financial Planning:
Thoughts and Commentary
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Stock Appreciation Rights vs. Restricted Stock Units: A Bay Area Family Guide to Smarter Equity Compensation
Understand the key differences between Stock Appreciation Rights (SARs) and Restricted Stock Units (RSUs), including how they’re taxed, why Bay Area companies offer both, and how families can strategically allocate equity compensation to balance risk, income, and long-term wealth.
Apr 303 min read
What Happens to IPO Stocks After They Go Public? A Bay Area Family’s Guide to Winners, Losers, and Smart Income Planning.
Should You Hold or Sell After an IPO? A Practical Guide for Bay Area Families with Equity Compensation.
Apr 274 min read
Equity Compensation Explained: The ABCs and FAQs for Bay Area Families (RSUs, Stock Options & ESPPs)
What is equity compensation and how does it work? Learn the basics of RSUs, stock options, and ESPPs in this simple guide designed for Bay Area employees and families looking to make smarter financial decisions.
Apr 124 min read
Restricted Stock Units Explained: 7 Smart Ways to Treat Equity Compensation Like Bonus Income (and Avoid Tax Surprises)
Restricted Stock Units (RSUs) are taxed as income when they vest, making them more like a cash bonus than an investment. Learn how Bay Area families can manage RSU taxes, decide when to sell, and navigate short-term vs. long-term capital gains to build a smarter financial plan.
Mar 314 min read
7 Smart Ways to Your Handle Equity Compensation when the Stock Price is Down
A decrease in equity can present opportunities. Keep your goals in mind when considering action.
Mar 183 min read
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