Financial planning insights for real life.
Notes on money, transitions, retirement, taxes, estate planning, and the emotional side of wealth.
RSUs Just Vested. Now What? How to Decide When to Sell
Your RSUs vested, the shares are sitting in your account, and holding feels easier than deciding. We walk through how to think about selling versus holding vested RSUs, the tax reality most people miss, and why doing nothing is its own decision.
Employer Equity: A Key Part of Your Wealth-Building Strategy
Stock options and RSUs can be confusing, but they also hold real potential. Learn how to approach your employer equity with clarity and strategy.