Access to an employee stock purchase plan that offers a lookback provision and a discount is often a great benefit for employees. If you can afford to contribute, these two features may allow you to benefit from an increasing stock price while potentially receiving downside protection (assuming you sell your […]
How to Think About Your Equity Compensation as You Near Retirement
As your retirement date gets closer, it’s important to remain proactive about your financial plan. A retirement plan can help you understand what assets you have available for retirement, where your income will come from, what expenses you may incur, and how all the pieces of your plan fit together […]
A Look at Your Employee Stock Purchase Plan During Times of Market Volatility
An employee stock purchase plan is a company-sponsored benefit that gives employees a convenient way to purchase company stock. Typically funded through payroll deductions, an ESPP can be a great way to participate in the success of the business you work for; if the company does well and the stock […]
How to Consider Equity Compensation When You Work for a Private Company
Many private companies offer equity compensation in the form of employee stock options. For employers, offering this benefit is one way to attract and retain talent. Equity compensation can create a shared interest in the company’s overall success. If the company does well and the stock price appreciates, employees who […]
5 Advantages of a Qualified Employee Stock Purchase Plan
An employee stock purchase plan is an employee benefit that allows you to purchase shares of your employer’s company stock. It’s a convenient way to buy the shares, thanks to the fact that contributions are often deducted post tax directly from payroll. Some purchase plans offer more than convenience, too, […]
8 Advantages of Incentive Stock Options You May Want to Know
Incentive stock options are a powerful compensation tool that can help you grow your wealth. Companies award them to employees as a retention vehicle, to reward specific successes or as an incentive when trying to attract new employees. There are several advantages to incentive stock options. Because they can provide […]