Category: Investing

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When to sell RSUs

Restricted Stock Unit (RSUs) 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. In this post, I want to focus on providing you a RSU strategy guide.   Most employers that offer stock as a form of compensation have switched…
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January 29, 2018 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

Stock Investments 101

This morning I spoke at a local high school on how investing in stocks work.  Just like most things, this can be a very complex topic, but I will focus on the high-level points that will allow you to establish a basic understanding of how investing in stocks work. My interest in investing led to me becoming the financial planner I am today.  It was 2009 when I decided I wanted to move out to…
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November 6, 2017 0
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