It’s time for you to level up and take control of your finances! Yes, investing can seem daunting and cause financial stress. So let us help! In our guide, we…

• Created a workbook to help identify the purpose of your investment accounts.
• Give you questions to consider with your retirement and taxable investment accounts.
• Deliver information on additional types of accounts like 529 plans – hey, new parents!
• And of course, provide a summary – because we know time is precious.

You’re receiving stock options as part of your overall compensation at work. That’s all you know. You didn’t go to school for finance, so how would you know anything more?

Our download discusses concentrated stock positions, tax planning, and exercise strategies. Let us help simplify the process.

In our download, we…

• Provide you with what to know about your non-qualified stock options.
• Explain how much of your company stock should be tied to your net worth.
• Share how your non-qualified stock options are taxed.
• Help you plan to make sure you’re withholding enough taxes.