Stock Options
October 2023
Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the [...]
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July 2023
The Three Types of Stock Option Vesting Schedules
There’s a first time for everything regarding vesting schedules. In the business world, many professionals have their first encounter with the stock market [...]
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June 2023
How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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March 2023
When Should I Exercise My Company Stock Options?
When Should You Exercise or Sell Your Company Stock Options? One of the most prolific questions we are asked here at Infinium when a client has stock options. [...]
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Charitable Giving, Estate Planning, Financial Planning, Insights, Investments, Job Change, Retirement, Stock Options, Taxes
December 2021
2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. It is time for some considerations Much of the [...]
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September 2021
A Primer on Company Stock Options
Over the years we have witnessed more than a few clients build a substantial amount of wealth via their employer stock options. Admittedly, we have also seen [...]
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August 2021
7 Action Items for a Successful Job Change
Can life get anymore busy and hectic, particularly as the world deals with the ongoing COVID-19 pandemic and its massive disruption to even the simplest of daily [...]
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November 2020
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, [...]
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May 2020
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 [...]
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