When Should I Exercise My Incentive Stock Options (ISOs)?
When should I exercise my Incentive Stock Options or ISOs? This is one of the most common questions I hear from my clients as a financial planner that specializes in working with tech professionals at pre-IPO tech companies. The simple answer is that you should...
Should I Sell My Restricted Stock Units (RSUs) Right Away?
The first question that many of my clients who work in tech ask me is: Should I sell my Restricted Stock Units (RSUs) right away? In general, the answer is, yes, you should sell your RSUs right away as soon as they vest. This assumes that your company’s stock is...
My company is going to go public. What does an IPO mean for employees?
If you’re an employee at a pre-IPO tech company that is about to go public or have its IPO, this liquidity event matters to you because it means you will be able to sell your employee equity and get rewarded for all of your hard work. Congrats! When your company goes...
