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?
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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.Read More
Should You Ask for RSUs or Stock Options?
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?
What happens to my stock options after my company goes IPO?
Congratulations! It might seem like all tech companies go IPO, but that’s not true. In going IPO, your company is in rarified company. And now visions of sugarplums, I mean, wealth are dancing in your head.
What Should I Do with My Stock Options?
Your privately held company just gave you stock options, either in the initial offer or after you’ve been working there for a while. What do you do? WHAT DO YOU DO? (gratuitous 90’s movie reference for your entertainment)Read More
Strategies for Maximizing College Financial Aid. Part 2.
Hopefully last week’s blog post helped you understand generally how financial aid works and when you should start doing what. This week, let’s dig into specific strategies and tactics you can use to maximize your child’s financial aid.Read More
