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Tax Treatment of Restricted Stock: Explained
In this post, learn about the tax treatment of restricted stock to maximize your benefits and avoiding unexpected tax liabilities.
10 Things to Do Right Away if You’re Laid Off
It’s important to understand the financial impact of your job loss and strategize the next steps. In this post, we share 10 actions you should take if you’re unexpectedly let go from your company.
The end of Mint: Our zero-based budgeting philosophy and why we believe in Monarch Money
The impending shutdown of Mint signifies the end of an era. With this news being so fresh, we’ve spent some time researching and testing a few platforms, and will continue to dive deeper into various budgeting apps.
Tax-Loss Harvesting Beware! The Ins & Outs of the Wash Rule
If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!
Direct Indexing: A Game-Changer for Tax-Loss Harvesting
While tax-loss harvesting is a familiar concept to many, direct indexing is emerging as a powerful tool to amplify its benefits. Let’s delve into how direct indexing can significantly boost the benefits of tax-loss harvesting.
Demystifying Tax-Loss Harvesting: Pros, Cons, & Strategy Integration
Tax Harvesting may seem like an odd investment term, but it’s a crucial strategy to any investor. Let’s dive in!
Dollar-Cost Averaging (DCA) 101: Pros & Cons
Navigate fluctuations in the market by investing a set amount of money at regular intervals through DCA. Learn more about this strategy!
Lump-Sum Investing 101: Pros & Cons
While some investors prefer to invest with regular, smaller amounts, others favor a single, substantial investment. Let's break down what Lump sum investing means and weigh its advantages and disadvantages.
Deep Dive: Unlocking the Potential of Incentive Stock Options (ISOs)
Incentive stock options can feel overwhelming for even the most seasoned startup employee. To help break down all the ins and outs of ISOs for those joining the start-up life, scroll through our deep dive to learn more and get your questions answered.
Non-Qualified Stock Options (NSOs) 101
If you're joining a tech startup or a growing company, there's a good chance you'll encounter NSOs. But what exactly are they, and how do they differ from other types of stock options? Let’s dive in!
Employee Stock Purchase Plans (ESPP) 101
Employee Stock Purchase Plans (ESPPs) are a type of benefit that many companies offer to their employees. We’ve rounded up ten things to know about ESPPs!
Restricted Stock Units (RSUs) 101
Restricted Stock Units (RSUs) are a powerful tool that can help you build wealth and secure your financial future. But before you dive in, it's essential to know the ins and outs of these mighty vehicles.