Stock compensation can be a great pathway to wealth, but they also come with their own set of tax implications. Unfortunately, many taxpayers miss important tax considerations when it comes to stock compensation.Continue reading
Is your take-home pay too tiny to live on? That’s okay! We can make it work.
But, Meg, what will I live on?
A delightful and Highly Suspicious client asked me this recently when I was talking with her about not only maxing out her participation in her company’s (Airbnb’s) ESPP but also maxing out her after-tax contributions to her 401(k).Continue reading
Why is it so hard to get a handle on my cash flow? Surely this should be easier!
Do you ever feel that your cash flow should be easier to get a hold of? You should be able to automate it? Not have to think about it so much? Not have to move money around with your delicate hands so often?
Employee Stock Purchase Plans. With a Plan and Discipline in Your Back Pocket, It’s Free Money
If you’re anything like my husband (smart, tech savvy, but jaded about the financial industry and utterly uninterested in the nuts and bolts of personal finance), Employee Stock Purchase Plans (ESPPs) might strike you as unnecessarily complicated and surely they must be trying to trick you, right?