Blog tagged as Risk Tolerance

Equity Compensation Series: Incentive Stock Options

09/05/2024 05:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Incentive Stock Options
Incentive Stock Options (ISOs) provide employees the opportunity to purchase company stock at a set price with potential tax advantages, but they require careful financial, investment, tax, and estate planning to manage risks and optimize benefits.

Equity Compensation Series: Non-Qualified Stock Options

08/29/2024 10:39 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Non-Qualified Stock Options
Non-Qualified Stock Options (NSOs) grant employees the right to buy company stock at a predetermined price, offering potential financial gains but also carrying risks such as tax liabilities and stock price volatility.

What to Do With Your Old 401(k) When You Switch Jobs

08/23/2023 05:20 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
What to Do With Your Old 401(k) When You Switch Jobs
If you change jobs, determining what to do with your former employer's 401(k) plan is an important decision that can have an impact on your financial plan.

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