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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

Tag: RSUs

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  2. Tag Archives: RSUs

Are you letting your vested RSUs just sit there, for lack of a better idea? (Video)

Every month or every quarter, your Restricted Stock Units vest and now you own (more) company stock. Are you keeping the company stock…just because you don’t know what you’d do with the money from selling it? There is a solution!

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cash flow company stock RSUs video

Why is it so hard to get a handle on my cash flow? Surely this should be easier!

Flow FP's block woman seems to be struggling a little in the flow of cash.

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?
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cash flow espp paycheck RSUs stock options

Uber’s Going IPO! What Do I Do?! Will I Be Rich? Ahhhh!

Perhaps by now you’ve settled down after reading the news of the Uber IPO filing a few days ago. My clients who used to work at Uber are, of course, Pretty Darn Excited about the announcement that Uber has filed for IPO, likely in Q1 of 2019.Continue reading

company stock IPO RSUs stock options tax planning

I own a ton of company stock. I’m supposed to be doing something with it, right? Right?

Flow Finan

Do you find yourself, after a few years of working at the same company, the proud owner of a whacking big pile of company stock?

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appreciated stock company stock investing RSUs rule of thumb

Should You Ask for RSUs or Stock Options?

Flow FP's Block Woman contemplates two piles of stock, one larger but more ephemeral than the other.

When you get a job offer, or a raise, or a bonus, you’re probably simply told that you’ll be receiving more restricted stock units or more stock options as part of that compensation package. But on occasion folks are given the choice: Do you want RSUs or stock options?

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company stock RSUs stock options
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