Author: Mark Starosciak, CFP®
Author
Understanding Employee Stock Purchase Plans
When an employer wants to get the team invested in building up the company, the best answer is often to share the company stocks. Employees who own company stocks... Read more.
Another Round of Retirement Savings Reforms this Year?
A new round of retirement reform is moving through the House and Senate and, so far, President Biden could very well enact these sweeping changes this year. The... Read more.
From Employer to Entrepreneur: What Happens to Your 401K?
Deciding to take on a new phase of your career is always a serious decision. For some, this means training for a new specialty or taking a job with a new employer.... Read more.
What is a SPAC?
Special Interest Acquisition Companies (SPAC) are making headlines and billions of dollars are flooding into them. Special interest acquisition companies (SPACs)... Read more.
I.R.S Gives Every Taxpayer a Break in 2021
I.R.S Delays Tax Filing & Payment Deadlines The new deadline is May 17, 2021. Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline... Read more.
Everything You Ever Wanted to Know About Form 1099
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a payment,... Read more.
Checklist Before Exercising a Stock Option
Receiving stock options in an employment contract is only the first step of a long and rewarding process. The first stock grant is exciting, but soon, that shine... Read more.
Should I Exercise My Vested Stock Options This Year?
Exercising your stock options is a choice that every professional must eventually make. You signed an employment contract that includes stock options. Over time,... Read more.
It’s time to move your Financial Planning to the FRONT burner
When the markets are all moving up, and some exploding higher, the average investor can tend to put financial planning on the back burner. It’s human nature;... Read more.
How to Talk to Your Spouse about Company Stock Options
Part of moving up in the business world is accepting company stock options. Stock plans are a good idea for anyone looking for long-term employment. If the company’s... Read more.