Author: Bethany Aylor, CFP®, EA
Stock Options versus RSUs: What’s the Difference?
If you’re earning more than $200,000 a year and a meaningful portion of your compensation comes through equity, understanding the difference between stock options and...
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ISOs and NSOs: How Stock Options Impact Your Wealth
Equity compensation continues to play a growing role in how companies attract and retain talent, particularly in technology, biotech, and high-growth industries. While Restricted Stock...
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ESPPs Demystified: Practical Tips for Building Smarter Wealth
Employee Stock Purchase Plans (ESPPs) are often described as one of the most employee-friendly benefits available, yet they are frequently misunderstood, underutilized, or managed without...
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What Happens to Your Equity in a Merger or Acquisition
When your company announces a merger or acquisition, it often sparks excitement and uncertainty. One of the most common questions we hear is: “What happens...
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Understanding Equity Compensation: A Financial Planner’s Guide to RSUs, Stock Options, ESPP, and Performance Awards
In today’s competitive job market, equity compensation has become an increasingly common – and often significant – part of an employee’s total rewards package. From...
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Understanding the One Big Beautiful Bill Act: What It Means for You
On July 4th, 2025, President Trump signed the One Big Beautiful Bill Act (“OBBBA”) into law. This sweeping legislation reshapes U.S. tax law, providing households...
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8 Ways to Protect Your Information Online
Nowadays, ensuring you do your part to protect your online information is crucial. Criminals constantly try to uncover ways to obtain private and sensitive account...
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Why Do I Need a Financial Advisor?
When it comes to hiring a financial advisor, many people ask themselves, “Do I really need a financial advisor?” The answer varies depending on individual...
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COBRA and Short-term Health Insurance Plans
COBRA and Short-term Health Insurance Plans Health insurance is one of the largest costs we face on an annual basis. It often becomes a deciding...
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Document Retention: The Do’s and Don’ts
Document Retention: The Do’s and Don’ts We receive a lot of questions from our clients here at Peak about what documents need to be kept,...
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