Saving and Investing

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 […]

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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 […]

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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 […]

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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 […]

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Socially Responsible Investing

Ask Gen Y Planning: Should I Be a Socially Responsible Investor?

by Sophia Bera May 20, 2018

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. I would like to learn more about the pros and cons of socially responsible investing (e.g. VFTSX fund instead of VTSAX). What are the criteria used for […]

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Best Savings Tips

Ask Gen Y Planning: Where Should I Keep My Savings?

by Sophia Bera May 20, 2018

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. Where should I keep my savings? There’s plenty of advice out there for retirement savings but very little about other savings. What should I do with my […]

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