Managing stock options is one of the most complex financial-planning challenges you may face. The 10 guidelines in this article will help you get the most out of your option grants: setting goals, stock option valuation, exercise timing, job-loss considerations, understanding the taxation, and much more. In the Financial Planning section, see also our companion articles on planning rules for restricted stock, restricted stock units, and employee stock purchase plans.
No longer just a subject for philosophers and poets, the pursuit of happiness has become part of the holistic approach to workplace harmony and productivity sought by many companies and their employees. Stock compensation can improve happiness—and it's about more than just recognizing gains.
Podcast included! Your company has granted you stock options. Now what? This article explains the essential facts that you must know to understand your stock options and make the most of them.
Podcast included! Restricted stock and restricted stock units (RSUs) offer more certainty than stock options (though less upside). Depending on your attitude toward risk and your experience with...
Podcast included! Your employee stock purchase plan (ESPP) may be one of the best benefits your company offers. However, to maximize its value, you must know its key dates and terms. This...
You have been paying Social Security taxes your entire working life. As you near retirement age, there are planning ideas with stock compensation you should know about as you make decisions on Social Security benefits. This article provides core knowledge to inform those decisions.
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