Equity Compensation

How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation

Equity compensation and employee stock benefits can be a great tool for employers to attract and retain key talent. These benefits can be equally attractive for employees, because they fast-track...

When to Exercise and Sell Your Employee Stock Options and Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation, Wealth Accumulation

If you have equity compensation as part of your benefits package, you’ve likely spent time considering when it might be best to take action and maximize the value of these...

How to Think About Your Equity Compensation as You Near Retirement

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation

As your retirement date gets closer, it’s important to remain proactive about your financial plan. A retirement plan can help you understand what assets you have available for retirement, where...

How to Consider Equity Compensation When You Work for a Private Company

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation, Pre-IPO / Private Stock

Many private companies offer equity compensation in the form of employee stock options. For employers, offering this benefit is one way to attract and retain talent. Equity compensation can create...

8 Steps To Take With Your Equity Compensation in the New Year

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation

A new year can be an opportune time to review your equity compensation package. Not only does this give you a clean slate to work with, but it also affords...

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