3 Tips for Exercising Stock Options
There are simple ways to exercise your company stock options. I wanted to share 3 quick tips to optimize exercising stock options which help keep your tax bill a bit lower.
There are simple ways to exercise your company stock options. I wanted to share 3 quick tips to optimize exercising stock options which help keep your tax bill a bit lower.
Concentration Risk is a serious concern for holders of employer provided equity compensation. I thought I would tackle a few common misconceptions with it.
It's not what you make. It's what you keep. This especially applies to Equity Compensation holdings, like Restricted Stock and Nonqualified Stock Options. Let's hit the highlights of taxes for them.
2020 is in the books. So, how did the market do? Let's cover some highlights.
I wanted to share some plans for my practice here at Forward Thinking Wealth Management for 2021. Nothing too dramatic.
In part two of the question of whether you can save too much in a 401k, I tackle the topic specifically with traditional 401ks.