What Should You Do with Your Company Stock in 2022?

Cash FlowInvesting
Written By Guest User

Together, Sara and Nannette take you through real life case studies about what to do with your company stock compensation.

Nannette and Sara hope to…

  • Help decode the alphabet soup of equity compensation (ESPPs, RSUs, ISOs, and NSOs)

  • Provide a foundation to think about your stock compensation in the context of risk and taxes

  • Review case studies to see financial planning for stock compensation in action

Cultivating Wealth has years of experience working with clients who receive company stock as part of their compensation, and first-hand knowledge of company stock plans at companies like Amazon, Google, IBM, Facebook, Peloton, etc.

 
Guest User
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Understanding Your Stock Options (ISOs and NSOs)
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Understanding Your Employee Stock Purchase Plan (ESPPs)