If you have equity compensation, you may wonder how the value of the shares you hold may influence your tax bill — or how vesting, exercising, and selling your shares may impact the value of your award. The type of equity compensation matters when looking at these questions. When you […]
Equity Compensation
How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?
Equity compensation and employee stock benefits can be a great tool for employers to attract and retain key talent. These benefits can be equally attractive for employees, because they fast-track your ability to grow wealth if the company’s stock price rises when you can hold and sell shares. But that’s […]
How to Determine When to Take Action on Your Public Company Equity Compensation Benefits
If you have equity compensation as part of your benefits package, you’ve likely spent time considering when it might be best to take action and maximize the value of these potential assets. Deciding the right time to take action is complicated by several factors, including your personal goals and objectives, […]
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 […]
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 […]
Have Equity Compensation? Here Are 8 Steps To Take in the New Year
A new year can be an opportune time to review your equity compensation package. Not only does this give you a clean slate to work with, but it also affords you the most time to plan and implement your strategy for the fresh calendar year ahead. When it comes to […]