When you exercise your employee stock options, you’ll likely do one of the following: A cash exercise, or A cashless exercise Knowing your options is easy. Evaluating whether to employ a cash vs. cashless exercise of your employee stock options can be difficult. Not only can the math behind what […]
financial planning
Check Me Out on TheStreet.com
I’m excited to be quoted on TheStreet.com discussing why the 4% “safe” withdrawal rule in retirement may be too simple. Check out the article by clicking here
Lump Sum or Annuity – Your Pension Options
Let’s say you won the lottery. How do you want your money? Payments for life (an annuity) or all the money up front (a lump sum)? Better yet, how would you spend that money? Where is the first place you would travel to, or what is the first thing you […]
