What To Do With Your Vested RSUs And Stock Options

WestStarEQUITY COMPENSATION ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS  One of our favorite things about being financial advisors is that we get a real insight into…


How To Avoid A Tax Surprise With An RSU Tax Strategy

WestStarEQUITY COMPENSATION ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS  Getting Your RSU Ducks in A Row The majority of our clients at companies like Amazon, Apple,…


Restricted Stock Units (RSUs) versus Restricted Stock

WestStarWhy it Pays to Understand the Differences RSU ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS  One of the first questions we ask our tech professional clients (at…


How to Achieve Your Dream Retirement

WestStarLooking after Tomorrow Today RETIREMENT ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS Some journeys are more important than others. Managing your journey towards…


Don’t Let These 6 Assumptions Destroy Your Retirement Dreams

WestStarMost Americans work really hard while they dream of the day they can finally retire. But preparing for retirement requires much more than a dream ─ it requires…


How Optimizing Your RSUs will make a BIG difference to your success

WestStarRSU ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS  Restricted stock units are a popular form of compensation for many professionals in tech and other high-growth…


7 Employee Stock Purchase Plan Questions to Answer

WestStarBefore you Decide to Sign Up ESPP ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS At WestStar Prosperity Partners, we’ve helped our tech executive and professional…


How Financial Planning turns Your Life into a Confident Journey

WestStarand Your Dreams into Reality FINANCIAL ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS Most people aren’t as money savvy as they’d like to be, and sometimes the…


The 6 Essential Steps to Financial Security

WestStarFor Today and Tomorrow FINANCIAL ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS When people come to us for financial planning advice, we find that no matter where…


How to Find Your Ideal Advisor Match

WestStarKey Questions to Ask Potential Financial Advisors FINANCIAL ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS Everybody’s financial situation and financial goals are…