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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
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  • What We Do
  • Blog
  • Contact
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Tag: RSUs

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  2. Tag Archives: RSUs

Moving from a Public to a Pre-IPO Company: How Will Your Finances Change?

If you’re moving from a giant, public tech company to a pre-IPO company, especially a small pre-IPO company, you’re in for some meaningful changes.

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company stock employee benefits equity compensation ISOs NQSO pre-IPO company stock RSUs

The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

Block Women on level two of a three-level blue staircase

If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.

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company stock going public IPO ISOs NQSO RSUs stock options

Plans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?

The IPO market is very sad right now.

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finances organization IPO RSUs stock options

RSUs After They Lose Value: Are You Anchoring on the Price at Grant?

Block Women is attached to end of graph when the RSU price was high, before it plunged

Do you work for a public company? Your RSUs are probably worth waaaay less when they vest nowadays than you thought they would be just six months ago.

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RSUs stock market down

Should I withhold 22% or 37% on my RSUs when my company goes public?

As so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”

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going public IPO RSUs RSUs vesting tax planning tax withholding

Your Company Is Going Public. The Power of a Good Question. Or 5.

Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”

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company stock going public investing IPO private company stock restricted stock units RSU RSUs stock options taxes

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).

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401(k) cash flow cash flow planning espp HSA RSUs

How many of my RSUs should I sell?

How many of your RSUs should you sell when they vest?

I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).

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company stock investing restricted stock units RSU RSUs taxes

Lessons from Airbnb’s IPO

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

The unique, initial 7-day trading window for all the Airbnb employees after the IPO has now closed. What might we learn from Airbnb’s IPO, even though we still have most of a 6-month lockup left to go? I think plenty.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What Should I Do with My Stock Options?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What Should I Do with my RSUs?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What a Good Time to Give Away Your Money.

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.

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airbnb charitable donations charitable giving company stock options investing investment strategy IPO Options philanthropy RSUs stock options
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