Here's What We Think

If you work at a large public company, particularly in tech or consumer goods, you’ve likely been granted Restricted Stock Units (RSUs) as part of your compensation package. Being on the receiving end of Restricted Stock Units is a wonderful thing as they can play a huge role in the accumulation of wealth & ultimately towards dreams of financial independence.

Wondering what you should do with your vested RSUs & ISOs? As a financial planner who works with tech and media professionals, I’m always fascinated by how people think about their employer stock. Here are the questions you should be asking about your vested stock and when you should be selling it.

If you work in tech as its likely that Restricted Stock Units are a part of your Equity Compensation package. Making decisions around your RSUs can be overwhelming. Read this blog to learn more about how RSUs can can impact your financial plan.