The Three Things to Consider with Every Company Stock Grant Your Receive

Many corporate and tech employees accumulate a great deal of employer stock via Restricted Stock Units (RSU), Incentive Stock Options (ISO), Non-Qualified Stock Options (NSO) and Employer Stock Purchase Plans (ESPP). In this episode of Coffee, Sweaters, and Finance, Morgan Ranstrom, CFA, CFP® and Bill Mulvahill, CFP®, CPA, fee-only financial planners at Trailhead Planners, list the three things to consider with every stock grant an employee receives.
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Three Simple Ways to Strengthen your Finances in 2019

So often, when it comes to New Year’s Resolutions, big desired changes, or our personal finances, we think so large that the change itself overwhelms us and halts us from doing anything at all. If that’s the case for you, consider making just a few simply changes this year to get your financial life moving in the right direction.  Steady progress may not be as exciting as dramatic change, but it is significantly better than no progress.  This year, start with these three simple suggestions to strengthen your finances and get the ball rolling in the right direction.
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What to do with your Company Stock in the Wake of GE's $184 Billion Collapse

Participating in your company’s stock ownership plan, via equity compensation like RSU’s, ISO’s, or via an ESPP can be a fortuitous way to build wealth, especially when the stock is going up.  Just ask a Google, Amazon, or Netflix employee how they are doing these days.  Yet, what goes up, can also go down, and precipitously at that.  As a contrast, just ask former Blackberry, Lehman Brothers, Valeant, or General Electric employees how they are doing.  Here is how to responsibly invest in your company's stock.  
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