Category: Wealth Accumulation

How Much Company Stock Is Too Much?

If you are on the receiving end of equity compensation in the form of employee stock options or restricted stock, it’s easy to get excited about the prospects of an increasing stock price and how that can positively impact your financial future. Company stock can offer non-financial benefits as well, like making you feel invested in the company, like a team player, and that all your hard work is worth it.

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Whether you’re just getting started or expanding your knowledge, here are some resources to get you started.

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Understand what you have, what you should consider, and what ultimately matters to you.

Hi, I'm Daniel Zajac, CFP®, EA

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Understand what you have, what you should consider, and what ultimately matters to you.

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