Why You Should Exercise ISOs Early in the Year

Why You Should Exercise ISOs Early in the Year

 Transcript: Hi, I’m Tom Lo from Vested Financial Planning, and I’m here to help you understand why you should exercise your ISOs early in the year. The reason you want to exercise your ISOs early in the year? You can save on taxes and minimize the risk...
Do you have too much company stock?

Do you have too much company stock?

In this video, I explain how to calculate if you have too much company stock. Do you have too much company stock?   Hi, my name is Tom Lo from Vested Financial Planning here today to talk to you about: Do you have too much company stock? Many clients come to me...