Category: Employer Benefits

Take your financial confidence to the next level!

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 (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…
Read more


April 23, 2019 0
ESPP Strategy Guide

Understand Your Employee Stock Purchase Plan (ESPP) Strategy Guide

If your employer offers you an employee stock purchase plan and you are not participating, you may be leaving thousands of dollars on the table. Many people put off enrollment for many reasons, but the biggest is because they do not understand how their employee stock purchase plan works. How about we cure your confusion and give you the information you need to understand your employee stock purchase plan and determine whether you should enroll. Missing…
Read more


February 1, 2019 0
Year End Tax Planning Tips

16 Simple Year-End Tax Planning Strategies (2018)

You may have heard that the tax reform that was passed at the end of 2017 will have a dramatic impact on tax filers moving forward. Although most people will be benefiting from lower taxes than in previous years, there are still key strategies that are relevant to review as you prepare for the end of the year. I will layout 16 simple year-end tax planning strategies that range from maximizing your tax efficiency, tax…
Read more


October 29, 2018 0
Contingent Beneficiary

How to Choose Your Beneficiary Strategy Guide

Have you ever wondered who should I name as my beneficiary? This question can cause a lot of stress, but it is very important to address because it greatly simplifies the ability for your assets to transfer to the individuals you choose, should the worst occur. I want to help with a strategy guide on what a beneficiary is, what assets typically have beneficiaries and probably the main reason you are here reading this, whom…
Read more


October 20, 2018 0
Social media & sharing icons powered by UltimatelySocial