Snippets

All        Soon To Retire        HENRYs        Tech Industry        Retired        Self-Employed         Small Companies

What Going Public Could Mean for Your Company Stock

What Going Public Could Mean for Your Company Stock

March 30, 2021


No one knows, to put it simply. Owning pre-public company stock is always a crapshoot. Depending on how early you joined, you may or may not have already made your fortune. Regardless, the IPO event means your stock will have value on the open market which does not necessarily mean that now you’re headed for the stars.

Tax Considerations of Your Stock Plan

Tax Considerations of Your Stock Plan

March 11, 2021


The type of equity compensation you receive from your company will count as taxable income sooner or later. Here, we outlay...

Read more
Understanding Your Stock Plan

Understanding Your Stock Plan

March 8, 2021


As part of your equity compensation, a company may offer different plans. Here, we break down each type of plan and their rules...

Read more
Why Financial Planning Matters Before and After Your Company’s IPO

Why Financial Planning Matters Before and After Your Company’s IPO

March 5, 2021


Working for a company that goes public is a critical moment for both you and your finances. Timing is very important as it...

Read more

We have worked with employees of the following companies: