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Do you work for a company whose stock is stratospheric nowadays? Or are you sitting on a bunch of stock from a company that had a successful IPO? Is this your ticket to homeownership?
It’s good to have Restricted Stock Units, even if you don’t know exactly how they work. But that lack of understanding can be intimidating and paralyzing, and we end up just floating along, letting the RSUs “happen” to us, instead of making sure we’re getting the most out of them. It’s a metaphor for life, […]
Some of the problems in the high tech industry are enviable problems to have. To wit: having a lot of company stock because your company made it big.
A few weeks ago, I was talking with a client about his 2023 taxes. About the fact that he hadn’t paid estimated taxes in 2023. And that a probably big, but who-really-knew-how-big tax bill was looming before April 15. And that his CPA would give him some recommendations for paying estimated taxes in 2024. And […]
You stick around as long as I have (yes, I am officially 103 years old), you start to see smart people have the same confusion and misunderstandings about personal finances from smart people.