Expiring Non-Qualified Stock Options (NSOs) require timely decisions to avoid missed opportunities. This guide walks you through key steps—from understanding expiration timelines to building an exercise strategy and estimating taxes—to help you make the most of your expiring NSOs.

This article will teach you how to early exercise NSOs and will explain when it is beneficial. Something as simple as early exercising NSOs can save hundreds of thousands of dollars in taxes.

Owning a lot of one single stock is often said to be a big no-no. This article will help you break down how much single company stock is too much for you rather than simply giving a rule of thumb.

Finding advisors who understand ISOs, NSOs, and RSUs is difficult. This article arms you with questions you can ask advisors to make sure they actually know their stuff.

If your company is about to IPO or just IPO-ed, you likely have some equity. To make the most of the equity you’ve received, read these 6 things you should do following the IPO.

Exchange funds when used properly can save investors hundreds of thousands of dollars. In this article we talk about when to use exchange funds and when not to.

ISOs can, and often convert to NSOs without employees realizing why. This article breaks down when ISOs convert to NSOs and provides examples so you can know ahead of time.

ISOs and NSOs are common forms of equity compensation. They have a lot of similarities and a lot of differences. This article compares the two so you have a better idea of how to manage your ISOs, NSOs, or both.

Properly using appreciated stock can have an impact on your retirement plan/FIRE plan, your charitable plans, and your plans to gift to others.

10b5-1 plans protect you from insider trading allegations as you sell company equity. While 10b5-1 plans can be intricate, this article helps give you an intro and gives an example of a basic 10b5-1 plan.

Spotify’s Incentive Mix gives employees the power to choose how they want to receive their incentive pay. This article explains the program simply and provides pros and cons of going with one choice over another.

The purpose of this article is to provide you with five different methods to finance the exercise of your options and to discuss some of the pros and cons of each.

Nonqualified Stock Options (NSOs) are the most common form of employee stock options. This article teaches you the basics of NSOs in plain english.

Nonqualified stock options (NSOs) are a common type of equity compensation. This list will help you get acquainted quickly with the must know terms of NSOs.

We’ve built this free and easy NSO Tax Calculator so you can get a general idea of the taxes you might owe from exercising NSOs.

Nonqualified stock options are great for building wealth. They provide you some flexibility on when you want to take a tax hit, but it’s important to understand what that tax hit may look like.