Category: Pay

Take your financial confidence to the next level!

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…
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February 1, 2019 0

New Entrepreneur Financial Strategy Guide

Congratulations on your being an entrepreneur! One of the often overlooked aspects of going out on your own is being able to build your strategy from the ground up. Most new ventures have to start with an income of $0 the first day and it becomes a building process of both spreading the word about you, your service, or product and most importantly delivering value. Starting from scratch isn’t all that bad though, as there…
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May 1, 2018 0
When to sell RSUs

RSU Strategy Guide

RSU’s or Restricted Stock Units are a common part of tech employees compensation packages. I have helped many clients and their spouses understand how to utilize their RSU benefits to their advantage with planning. Retirement accounts and manageable investments receive much of the attention from other financial planners (Interviewing planners? checkout 10 Questions to Ask Your Financial Planner), so in this post, I want to focus on providing you a RSU strategy guide.   Most…
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January 29, 2018 0

I Just Lost My Job: Part 2 Finding Your Next Gig

This is the second part of a two-part series (Navigating Your Finances, and Finding Your Next Gig)   Oftentimes, people are unhappy with their jobs, but it does not get to a point where they have to make a change and they stay stuck in an unfulfilling position.  Losing your job can be a breath of fresh air if you choose to take an optimistic perspective of the situation.  I have had clients who were…
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December 20, 2017 0

I Just Lost My Job: Part 1 – Navigating Your Finances

strateDon’t panic.  You’re going to feel like crap for a couple days and that’s normal.  Go ahead and take a few days, but don’t let it linger.  Knowing where your resources are and how best to access them can go a long way in reducing your stress during this time.  This is the first part of a two-part series (Navigating Your Finances and How to Land Your Next Gig)   Financial Reality Check   When…
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December 11, 2017 0
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