Employee Stock Options Archives - Page 2 of 5

How Do You Pay the Exercise Cost When You Exercise Your Employee Stock Options?

by Daniel Zajac, CFP®, EA | Last updated Jul 7, 2025 | Employee Stock Options

If you have employee stock options, you’ve likely spent time considering how and when to turn the value of those options into cash proceeds you can actually use. To turn...

How to Use a Stock Swap to Exercise Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 7, 2025 | Employee Stock Options

A stock swap can be a great strategy to use if you have employee stock options you’d like to exercise and hold. It allows you to use the fair market...

How Leverage May Impact the Value of Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated Aug 4, 2025 | Employee Stock Options

If you are on the receiving end of employee stock options, you might want to understand the concept of leverage, as it may have a meaningful impact on the future...

6 Steps for Handling Employee Stock Options as a Conservative Investor

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Employee Stock Options

If you done any research on equity compensation and employee stock options, you’ve likely come across terms and phrases like “concentration risk” and “too many eggs in one basket.” You...

Should You Exercise and Sell All Your Employee Stock Options Right Now?

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 2025 | Employee Stock Options

If you have employee stock options, you’ve probably spent time considering the absolute best time to exercise those options — and from there, whether you should sell or hold your...

4 Questions to Ask If You Have Employee Stock Grants

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 2025 | Employee Stock Options

Some companies offer employee stock grants as part of a compensation package to help attract, retain, and reward key employees. Both the business and the employee share the hope that...

What You Should Know About Cash Exercises of Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 2025 | Employee Stock Options

There are many reasons to exercise your employee stock options: a pending retirement that might require re-allocating assets; an approaching expiration date that warrants a “use it or lose it...

4 Non-Tax Questions You Need to Ask of Your Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 2025 | Employee Stock Options

When dealing with employee stock options, the conversation usually centers around issues of income tax and investment risk. We talk about taxes because the amount of tax you pay has...

5 Basics I Wish Everyone Knew About Employee Stock Options

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 2025 | Employee Stock Options

There is no easy way around it, employee stock options are complicated. And depending on the type of stock options you have, how many you have, other types of employee...

7 Steps To Handle Employee Stock Options During Market Volatility

by Daniel Zajac, CFP®, EA | Last updated Jul 8, 2025 | Employee Stock Options

If you own company stock or employee stock options, it's possible that you have experienced market volatility and have seen firsthand how a quick change in the stock price can...