Month: April 2019

Take your financial confidence to the next level!

Debt Management Strategy

How to Efficiently Manage Debt Strategy Guide

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.


April 30, 2019 0
Restricted Stock Unit Tax Projections

Restricted Stock Units (RSUs) Tax Calculator

Use the RSU Tax Calculator to estimate the impact of taxes when your RSUs vest. You can also calculate your employer stock concentration after vesting.


April 23, 2019 0
Employee stock purchase plan calculator

Employee Stock Purchase Plan (ESPP) Calculator

Use the calculator to estimate your potentially guaranteed return rate on your employer stock purchase plan (ESPP). The only way to lock in the return is to try and sell the shares as soon as they are purchased. This will result in taxes being recognized in the year of the sale, which you can also project in the calculator below. Depending on the demand for this calculator, I may add additional features like hypothetical tax…
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April 23, 2019 0
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