I just brought my tomato starts inside for the night because of a frost warning. Spring in Portland has been rather moody. We have had a rapid rotation between heavier
Why Do I Owe Money on My Taxes This Year?
As this year’s tax season comes to an end, we can’t help but notice that this was a really tough year for our clients and their accountants. So many have
Understanding Your Stock Options (ISOs and NSOs)
Stock options are one more way your company can grant equity as part of your compensation package. This type of grant is different from an RSU grant in that you
Are Russia and Ukraine in My Portfolio?
Even if you aren’t glued to various economics news sources like me, you probably heard about Russian securities markets in the past month. Or the ruble, or whether Russia will
What Should You Do with Your Company Stock in 2022?
Together, Sara and Nannette take you through real life case studies about what to do with your company stock compensation. Nannette and Sara hope to… Help decode the alphabet soup
Understanding Your Employee Stock Purchase Plan (ESPPs)
Employee Stock Purchase Plans are one popular way you can invest in the stock of your company. Although they aren’t exactly part of your compensation plan, a lot of the
Graphs and Geekery
I saw a meme in Discord recently asserting that, as a Gen X’r, I have skills and experience handling World War III nuclear disaster fears. I did not feel as
Understanding Your Restricted Stock Units (RSUs)
Restricted Stock Units (RSUs) are one way your company can grant equity as part of your compensation package. This type of grant allows you to receive shares of stock without
Where to Start When You Have Stock Compensation
Before I became a financial planner, I worked in the corporate world. During my first annual review with one company, my boss told me I was receiving an RSU grant.
