Press Releases

Employees And Executives Must Make Smart Financial Decisions About Stock Compensation When Planning For Retirement, College Funding, And Other Life Events

Expanded Life Events section at educates employees and executives with stock grants about financial and tax decisions in the planning for retirement, college funding, divorce, death taxes, and more.

Brookline, MA, October 16, 2007 - For employees and executives who have grants of company stock, major life events can require complex financial and tax planning., the top online resource of educational content on stock compensation, publishes insightful articles and FAQs, written by experts, on using stock grants in financial and tax planning for retirement, college funding, divorce, disability, and death. features this content in its section Life Events, where a new subsection called College Funding has content on using stock compensation to pay for higher education. Coverage ranges from the impact of equity awards on financial aid to the best ways to combine education tax credits and gifts of company stock. Articles and FAQs on retirement include the ways stock compensation can help people reach their retirement-savings goals, how stock grants interact with Social Security payments, and how to prevent forfeiting valuable stock grants at retirement. The content on divorce, death taxes, and other life-events subjects is equally practical and comprehensive.

Smart Financial Planning; Preventing Mistakes

"It's crucial to make smart financial decisions when planning for major life events," observes Bruce Brumberg, Editor-in-Chief of "Preparing for retirement, paying for college, getting through a divorce, and planning for death taxes can be extremely complex. Our goal is to help people realize the full potential of their equity compensation by educating them about relevant planning opportunities and tax rules that arise in these life events, and helping them prevent mistakes."

Articles And FAQs

Major article series in the section Life Events include:

  • Retirement Planning With Your Stock Options And Other Stock Compensation, by Carol Cantrell

  • Funding Your Child's College Education With Stock Options And Other Stock Grants, by Troy Onink

  • I'm Getting Divorced: What Happens To My Stock Options?, by Linda Olup

  • Divorce, Taxation, And Stock Options Can Make Strange Bedfellows, by James Fitzgerald

  • Stock Options After Death: Learn Before It's Too Late, by Pamela Dennett

FAQs cover both the basics and the complex aspects of the topics in each content subsection: College Funding, Divorce, Disability, Retirement, Retirement Planning, Death, and Death Taxes.

Corporate Licensing Available

Like all the content on available to members, articles and FAQs in Life Events are also ideally suited for licensing by companies for their stock plan participants. A customized version of the website's award-winning content can be seamlessly integrated into companies' HR, benefits, and/or compensation portals. For more information, visit, email, or call 617-734-1979.


With exclusive articles, 740 FAQs, the Tax Center, Global Tax Guide, an extensive glossary, and interactive tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." has also received extensive favorable coverage in major publications, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN/fn, National Public Radio, PBS,, and

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