Category: Equity Compensation

Understanding NQSO vs ISO: A Comprehensive Guide

Understanding NQSO vs ISO: A Comprehensive Guide

Stock options are a common form of equity compensation that can meaningfully impact the future of your wealth. To make the most of them, you...
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Tech Sector Equity Compensation: A Starter’s Guide for Success

Tech Sector Equity Compensation: A Starter’s Guide for Success

When you work for a company, your pay package usually consists of basic components, including your wage, health care, retirement savings plan, 401(k), and potential...
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Maximize Your Tech Equity: Offer Acceptance to Long-Term Growth

Maximize Your Tech Equity: Offer Acceptance to Long-Term Growth

A hot topic within the Silicon Valley tech professionals’ circles is total comp. If you want to read debates about the subject, go no further...
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RHS Financial: What We Offer

RHS Financial: What We Offer

What can a comprehensive fiduciary wealth management firm do for you? Are you curious about what we, at RHS Financial, can do for you? This...
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17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs

17 Things To Do When You’ve Been Laid Off | Tech Professionals Guide To Surviving Layoffs

As of January 10th, more than 172,000 tech employees in the U.S. have been laid off, according to Layoffs.fyi. The tech industry has experienced broad...
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Pre IPO Stock Options and RSUs: A Comprehensive Guide

Pre IPO Stock Options and RSUs: A Comprehensive Guide

As a tech professional, there are many ways for a liquidity event to happen to you. You can be a part of an IPO, a...
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Should I Participate in ESPP at Work? 5 Situations to Consider.

Should I Participate in ESPP at Work? 5 Situations to Consider.

When you think about your employer benefits a question you should ask yourself is “Should I participate in ESPP at work?” If you have this...
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Should I Sell My RSUs When They Vest? Not In These 2 Situations.

Should I Sell My RSUs When They Vest? Not In These 2 Situations.

How does the majority of the internet answer the question of should I sell my Restricted Stock Units (RSUs) when they vest?  Almost always with...
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How to Handle RSUs: Understanding your Emotions

How to Handle RSUs: Understanding your Emotions

There are a plethora of guides on how to handle RSUs from a financial planning and tax efficiency perspective. However, few have taken a look...
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RSU Tax Rate Is Exactly The Same As Your Paycheck

RSU Tax Rate Is Exactly The Same As Your Paycheck

One of the biggest benefits of working for a tech company is receiving equity. As a CFP, it is one of my favorite and most...
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