(If you’re new to Incentive Stock Options you might want to start here with the basics.) ISOs, short for Incentive Stock Options, can be a fantastic opportunity, but they come…
Tag: Goal Planning
Incentive Stock Options, or ISOs, are a type of stock option that companies offer to their employees as a form of non-cash compensation. ISOs can be a valuable tool for…
Benefits make up over 30% of a typical employee’s total pay package according to the Bureau of Labor Statistics. It’s crucial to review your benefits choices each year during open…
Most of us have a vague idea of how Social Security works, or at least we’ve seen that money comes out of our paychecks for it. The basic idea is…
Buying a home is a big decision, and one of the most often overlooked steps is to figure out your price range. It’s exciting to scroll through Zillow and check…
The word “budget” is usually associated with restrictions. Like “dieting” it’s associated with cutting back, or depriving yourself of something. But we think that’s the wrong way to think about…
If you leave a job where you had a 401(k) you’re faced with a decision: what do you do with the 401(k) account at your old job? The money in…
A rollover IRA is an Individual Retirement Account that is funded by closing a 401(k) (or similar account) at a previous job and moving those funds to the new individual…
Vesting refers to the process of a financial benefit becoming yours over time. The most common example is a 401(k) match. (There are other types of compensation that might vest,…
When you contribute to a 401(k) you put your own money in, called a contribution. That contribution is made with pre-tax dollars, invested within the 401(k) account, and grows tax-deferred…