Startup Employee Series (Part 3 of 3) Planning ahead will allow you to capture as much upside potential as possible on your employee stock options. Recap - Part 1: "triple-pain" in …
Continue Reading about Leaving (Stock Option) Money on the Table →
Financial Strategies for Families and Business Owners
Startup Employee Series (Part 3 of 3) Planning ahead will allow you to capture as much upside potential as possible on your employee stock options. Recap - Part 1: "triple-pain" in …
Continue Reading about Leaving (Stock Option) Money on the Table →
Startup Employee Series (Pt. 2 of 3)I think there is a misconception about what employee stock options are and why people get them. In Part 1 of this 3-Part series, we laid out three risks that …
Continue Reading about Employee Stock Options are Not a “Bonus” →
Startup Employee Series (Pt. 1 of 3) Investors are an integral part of the startup ecosystem. They risk their capital on the ideas and reputations of startup founders, and their teams, to help bring …
Continue Reading about Triple-Pain for Startup Employees in Down Markets →
As investors educate themselves about the financial advice that is accepted as “common wisdom,” many begin to realize that 401(k)s might not be the “retirement solution” they thought they were. Even …
Continue Reading about Babies and Bathwater: Liquidate Your 401K? →
The Golden Rule: "He Who Has the Gold Makes the Rules" -Nelson Nash Do you have access to cash on demand? Or are you locking up your assets? The answer may be influencing your prosperity more than …