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A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of his own money. He wanted to know if I thought he should do it.
A lot of my clients receive RSUs. In public companies. But what if you work for a private company? That’s not so straightforward.
What should I do with my stock options? How much house should I buy? How much should I be saving? Is this idea crazy?
You know that our tax laws changed a lot on January 1. But what you might not know is, “What should I do about it?”
Perhaps my most visceral lesson from the recent Grace Hopper conference was “Good lord, Google has a lot of money.”