5 Questions to Ask When Receiving Equity Compensation

5 Questions to Ask About Your Equity Compensation 1. WHAT TYPE OF GRANT(S) DID YOU RECEIVE? It sounds like common sense, but plan documents can be massive and confusing with their investment jargon and legalese. It’s important to work through your plan document to fully understand what type or types of grants you’ve received and […]

Financial Planning Building Blocks

There are a few foundational pieces of financial planning advice that can help make sure that everyone starts their path to financial security on the right foot. Despite the jargon and complicated technical subject matter in financial planning, as with most things, you will succeed if you consistently do the basics well. Get a Clear […]