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How Much Company Stock Should I Hold?
Chances are if you work in the technology industry, part of your compensation will include company stock. We’ve written about various forms of equity compensation before (RSU’s here and here, ESPPs here and here, Stock Options here) but today we want to address a qu...
DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? THREE CUMULATIVE FACTORS TO CONSIDER – (PART 2 OF 2)
As with most financial decisions, when it comes to refinancing a mortgage there are near-term costs and benefits and long-term costs and benefits. In Part 1, I reviewed a four-step framework as a starting point to determ...
How Does Your Company’s ESPP Stack Up?
Employee Stock Purchase Plans (ESPPs) are a valuable form of equity compensation and an attractive benefit of working for many tech companies. And this form of compensation is becoming more popular, from startups to blue-chip firms, as companies realize that the plans a...
Tale of the Tape: SEP IRA vs Solo 401(k)
For our clients that work at Intel or other tech companies, a big piece of the puzzle is helping them manage the retirement plans sponsored by their employer. For other clients, whether they’ve transitioned into self-employed consultants or run a small business wit...
The Ins and Outs of Incentive Stock Options (ISO)
Many of our clients work in the technology industry, so we're familiar with all different types of equity compensation plans. We've recently written about two popular forms of equity compensation plans: ESPP and RSUs (here and here). In this post, we are going to look...
DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? 4 QUESTIONS TO START– (PART 1 OF 2)
I know what you’re thinking: “I’m at home, I haven’t been out to eat in months, there’s no sporting event or concert on the horizon, but what I really want to do is put on my mask, meet at a title company and s...
Your Biggest Advantage in Employee Stock Purchase Plans (ESPP)
If I offered to sell you a $100 bill for $85, would you buy it? A no-brainer, right? The popular employee compensation program, known as an Employee Stock Purchase Plan (ESPP) allows you to do just this. In this ar...
What Can I Do?
This week I was scheduled to write a market update. The short version is that in 2020 it was down a lot, then up a lot, and, and as a result, now down a little for the year. (For more thoughts on the market and if it’s a good time to invest, you can watch a reply of our 23/10 webcast from last week her...
Do You Have Unclaimed Property?
Nothing is more unsettling than receiving a letter from an unknown company claiming to have financial information about you that you yourself are unaware of. On the other end of spectrum, is there a better feeling than finding a $20 bill in the old pair of jeans? Believe it or not, these two scenarios ar...
