Have you accumulated substantial employer stock in the form of RSUs over the years? Does this employer stock position represent a substantial portion of your overall net worth? Are you trying to understand the tax impact of selling these to reduce risk and diversify the proceeds? If you have answered yes to any of these questions below are three sales strategies when it comes to selling your RSUs.
Read MoreWeather you just started receiving employer stock as part of your compensation package or have been receiving it for several years, having a plan in place for managing this critical component of your income and net worth is essential.
Read MoreIf you are a financial nerd like me you look forward to the Davos Economic Forum every year. It's an event held in Davos Switzerland where great economic minds and financial leaders get together and discuss the state of world from a financial persepctive. If you don't have time to watch hours of coverage you can take a look at our quick guide and see the key takeaways from this years meetings. Just click on the image below for a little lite reading this weekend!
Read MoreToday is another article from the Fee-Only Financial Advisor Blog Sharing Group. This group is made up of other like-minded financial advisors from around the country. The purpose of the group is to share useful content and spread the word about the virtues of Fee-Only financial advice.
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