Going through the home buying process is stressful enough. If you have RSUs you’ll want to make sure you’re aware of what’s ahead before just going with any lender.

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.

Determining when to exercise ISOs is a difficult task. This article will provide you some tips and guidelines so you exercise at a time that’s best for you.

ESPPs if used properly can improve your finances. Determining when and how much to sell from your ESPP will be important factors in managing your ESPP.

You may have heard horror stories of ISO holders being surprised by AMT at tax time. This article breaks down the main strategies for how to avoid paying AMT on your ISOs.

Selecting the right strategy for selling your RSUs will be an important decision. In this article we discuss the pros and cons of 5 common strategies for selling RSUs.

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 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.