Retiring and Relocating, 4 Key Considerations

Month: July 2015

July 8, 2015  |  

How to Manage Your Company Stock Options

Over the years, I’ve worked with many people who were employed by public companies. One of the best parts of working for a publicly traded company can be participating in company stock. This can come in many forms, such as employee stock purchase plans, restricted stock, stock appreciation rights, etc. But perhaps the most common form of stock-based compensation that public companies use are stock options.

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July 1, 2015  |  

Know Someone Who Just Had a Baby? Let the Planning Begin!

Time goes fast when you’re a new parent. As I mentioned in a previous blog, my wife and I were expecting our first child in April. We were anticipating mid-April, but (much to my wife’s dismay) it turned into late April. My son Archie was born on April 28th, a happy and healthy little boy. A lot has changed in our lives during this time, and it’s all been a blur.

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