When you have multiple types of equity compensation (e.g., ISOs, NSOs, and RSUs), the tax impacts can get tangled. Read this article to help sort them out.
This year, 107 companies have gone public in the U.S. through an initial public offering (IPO). Can some of that wealth rub off on your early retirement fund?
People working in tech and other sophisticated industries are often smart, well-educated, hard-working, and passionately dedicated to their jobs. You might assume they have a good handle on their personal finances as well. But while some do, many do not.
As a financial advisor, I’m often asked about the best places to retire. I welcome the question, as one of the key considerations in planning your retirement is deciding where you will live.