Insights

We write about employee stock options, equity compensation, and financial planning in a way that is easy to understand.

What is a Disqualifying Disposition of Incentive Stock Options?

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

Incentive stock options, or ISOs, are a type of employee stock option. Often considered the favorable employee stock option as compared to non-qualified stock options, they may present an opportunity...

The Basics of Non-Qualified Stock Options

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 2025 | Non Qualified Stock Options

Non-qualified stock options are a type of employee stock option that is unique in that they retain tax characteristics similar to restricted stock units and employee control and decision-making similar...

The Basics of Incentive Stock Options

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

There are two types of employee stock options: incentive stock options, or ISOs, and non-qualified stock options, or NQSOs. Generally speaking, incentive stock options are the more complicated of the...

Evaluating Non Qualified Stock Option Exercise Strategies

Evaluating 3 Non-Qualified Stock Option Exercise Strategies

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 2025 | Non Qualified Stock Options

Non-qualified stock options (NSOs) are commonly issued to allow employees to participate in the upside potential of a company. While they can offer the potential to amass wealth, they’re also...

4 Strategies for Exercising Your Incentive Stock Options and the Tax Impacts of Each

by Daniel Zajac, CFP®, EA | Last updated Aug 1, 2025 | Incentive Stock Options

Incentive stock options may be offered as part of an employee compensation package. In a best-case scenario, these options can offer an invaluable benefit to you as an employee. You...

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How to Strategically Liquidate Company Stock and Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Wealth Accumulation

Many financial planners will suggest that you allocate no more than 10-15% of your investable net worth into a single stock position. That range can allow you to benefit from...

Exploring the Life Cycle of Restricted Stock Units

by Daniel Zajac, CFP®, EA | Last updated Aug 22, 2025 | Restricted Stock

When a company wants to reward and retain talented employees by offering them equity compensation, Restricted Stock Units (RSUs) are a common grant of choice. Any form of equity compensation...

How Much Company Stock Is Too Much?

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Wealth Accumulation

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...

Cash vs. Cashless Exercise – The Employee Stock Option Conundrum

by Daniel Zajac, CFP®, EA | Last updated Jul 21, 2025 | Employee Stock Options

When you exercise your employee stock options, you may want to consider one of the following options to implement the exercise: A cash exercise, or a cashless exercise. This is...

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3 Employee Stock Option Exercise Strategies You Need to Know

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Employee Stock Options

Receiving employee stock options from your employer is great, as it indicates that your company sincerely values you. They want to keep you, and keep you happy! Furthermore, stock options...

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