If you’ve moved states and hold RSUs you will want to learn the basics of how they’ll be taxed. This article goes over examples nd provides a framework to help you calculate the taxes you’ll owe.

DAFs are versatile vehicles if you’re charitably inclined. If you’re someone who pays tithing they can provide massive benefits to you and to your organization of choice.

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.

Incentive stock options (ISOs) are an amazing tool to grow your wealth if used properly. This article teaches you the basics and provides examples to solidify the fundamentals of ISOs.

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.

Restricted stock units (RSUs) are the most common form of equity compensation companies give to their employees. This article will you the basics so you make the the most of your RSUs.

RSUs can be better than NSOs and NSOs can be better than RSUs. This article dives into the most common scenarios we see and when each one is best.

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.

Employee Stock Purchase Plans (ESPPs) are a great way to save, invest, and obtain equity. The more you learn about ESPPs, the more you’ll want to make the most of them.

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.

Asking for a raise is difficult. Asking for RSUs is a sneaky way to ask for raise, and it doesn't feel greedy. In this article we discuss how you can ask for additional equity at your company and will teach you what you need tp know to have the highest chance of success.

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

How much you can contribute to your Employee Stock Purchase Plan (ESPP) can vary based on your circumstances and the company’s ESPP. In this article we discuss how much you should be contributing.

ESPPs can be powerful tools to build wealth, so how do you know if you should max it out? In this article we do a deep dive into whether you should max out your ESPP.

Reddit is going to IPO and you’ll want to learn more about how to effectively manage your RDD RSUs. This article breaks down all the basics you need to know.

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.

Knowing what’s going to happen with your vested and unvested RSUs is important to know as you’re looking to change jobs. This article simply explains what will happen and provide examples.

If you have restricted stock units and your company is planning to IPO, you’ll want to know exactly what you want to do with your RSUs as your company IPOs.

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.

Selling RSUs at a loss is a tough decision to make. In this article we give you 6 tips so you can understand more of what it actually means to sell at a loss and why it might actually be beneficial.