Thumbnail image for How to Make a Plan for Your Charitable Giving

How to Make a Plan for Your Charitable Giving

by Sophia Bera November 21, 2018

Holiday donation drives are in full force, and you may be considering how to allocate any spare amount of money you can give toward causes you care about. I often discuss charitable giving with clients, because believe it or not, it’s an important part of an overall financial plan. If you want to read more […]

Read the full article…
Small group coaching

NEW Financial Planner Small Group Coaching Program!

by Sophia Bera October 31, 2018

“You and your team rock. I am still trying to find my own path towards success and feel that modeling after you and your guests have pushed me in the right direction. I also feel that I have a class mates that I can reach out to in addition to Gen Y Planning. This support group […]

Read the full article…
restricted stock units

The Gen Y Planning Guide to Company Stock: What Are Restricted Stock Units (RSUs)?

by Sophia Bera October 10, 2018

This is the fourth post in a series on employer stock programs. Check out the previous posts on Incentive Stock Options, Non-Qualified Stock Options, and Employee Stock Purchase Plans. Like other forms of company stock, Restricted Stock Units, or RSUs, are granted to employees to attract, reward, and retain them. This can be when you’re […]

Read the full article…
Employee Stock Purchase Plans

The Gen Y Planning Guide to Company Stock: What Are ESPPs?

by Sophia Bera September 26, 2018

This is the third post in a series on employer stock programs. Check out the previous posts on Incentive Stock Options and Non-Qualified Stock Options. Employee Stock Purchase Plans (ESPPs) can be a great way to take advantage of buying shares in your company stock at a discounted price, typically 10-15% off. Plus, your company […]

Read the full article…
Non-Qualified Stock Options

The Gen Y Planning Guide to Company Stock: What are NSOs?

by Sophia Bera September 5, 2018

This is the second post in a series on employer stock programs. Non-Qualified Stock Options (NSOs, or sometimes called NQSOs) allow employees to purchase shares of company stock over a defined period of time. Similar to Incentive Stock Options (ISOs), NSOs are included in company benefits packages to help attract and incentivize talent. You may […]

Read the full article…
Incentive Stock Options

The Gen Y Planning Guide to Company Stock: What are ISOs?

by Sophia Bera August 15, 2018

This is the first post in a series on employer stock programs. A number of our clients work for startups that offer incentive stock options (ISOs) as part of their benefits packages. If you’re working at a startup (and not a publicly traded company) and have been given a company stock package, they are most […]

Read the full article…