CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

8 Tips to Build an Effective 10b5-1 Plan

10b5-1 plans are great tools for people in upper management and we’ve put together our favorite tips so you can build the best 10b5-1 plan for you.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

What to Do With Underwater ISOs and NSOs

Having underwater ISOs and NSOs is the last thing that you expected to happen when you first received them. This article breaks down 5 things you’re able to do with employee options that are currently underwater.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

Why Doesn’t Amazon Offer an ESPP?

Amazon is one of the world’s largest companies yet it doesn’t offer an ESPP. In this article we dive into why this may be.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

Determining Your RSU Tax Rate

Determining your tax rate for RSUs isn’t easy, but after reading this article you’ll be able to get close enough for your own estimations.

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CJ Stermetz CFP®, CEP CJ Stermetz CFP®, CEP

Should You Sell RSUs Immediately?

RSUs are a great tool for building wealth. The decision of whether or not you want to sell immediately depends on a lot of factors. This article dives into why you might want to sell RSUs right away.

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