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Windfalls

I Just Received a $#!+ Ton of Money … Now What?

A windfall can be life-changing, but it can also bring emotional and financial challenges. Instead of rushing into big purchases or drastic changes, the key is to protect, pause, and plan what you'll do with your newfound wealth. From understanding safe storage and tax implications to building a strategic financial and investment plan, turn your financial windfall into lasting security and opportunity.
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Equity Compensation

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this benefit could mean for you.
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savings creep

5 Reasons Why You’re Going to Love Savings Creep

Who doesn’t love having a little extra savings stashed away? Sure, it can increase a little too much from time to time. But what about when it sneaks up on you? Learn five reasons why we love savings creep — and how to let it creep up on you. We think you'll love it, too!
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promotion

I Just Received a Promotion … Now What?

Whether hard-earned or unexpected, promotions can bring with them many changes. From an increased salary and better benefits to a loftier title and additional responsibilities, are you ready to navigate moving up in the working world? If you’re wondering what you should do next, here are some steps you can take to make the most of it.
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IPO

My Company Just Had Its IPO. Now What?

Your employer just had an Initial Public Offering (IPO). While you’ve worked there, you and your co-workers have been rewarded with stock and/or stock options, and you knew that there might be a big payday with an IPO. Now it’s happened — and you’ve got some big decisions to make. 
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