How optimizing your RSUs will make a big difference to your success
Questions Let’s start with the basics, what are RSUs or Restricted Stock Units? How do Restricted Stock Units work? When can I sell Restricted Stock Units? How are Restricted…
Employee Stock Purchase Plans (ESPP) – The 10 Top Questions to Answer Before You Decide
1. What is an ESPP? An employee stock purchase plan, or ESPP, offers an employee of a Company the chance to sign up and then purchase shares of their employer’s stock…
On Crafting Your Personal Wealth Portfolio - The Value Of Financial Planning
At WestStar we find it easy to view life as a confident journey, and that’s because we journey with our clients as they make their way through life. We use the metaphor of life as…
Financial Planning & Planners - Unlocking Money Health For Short & Long-Term Financial Security
When people come to us for financial planning advice, we find that no matter where they are along their journey, they share a common desire for prosperity. After all, prosperity…
Retirement Planning - The Art of Saving for a Healthy, Wealthy Future
Throughout our working years, we invest our energy into building our dreams for the future. Our careers are the personal journeys we undertake to establish ourselves…
Vetting Your Financial Advisor – The Top 10 Questions to Ask in the First Meeting
Everybody’s financial situation and financial goals are as unique as they are. One person’s dreams of what they hope to achieve in their lives are very different from the next…
Retirement Planning - When should I start saving for retirement?
At WestStar Prosperity Partners we’ve seen many people wait until they’re nearing retirement before coming to us for personalized retirement advice. We’ve discovered that many are…
Understanding Restricted Stock Unit Taxes
Restricted stock units (RSUs) are a common form of stock-based compensation granted to many professionals in tech and other fast-growth sectors. RSUs give professionals an…
How to Incorporate RSUs into Your Investment Strategy & Avoid Concentrated Stock Risk
The philosophy that drives stock-based compensation is one in which key executives and employees benefit from the potential success of their company. It follows that they’ll want…
How to Manage Your Restricted Stock Units (RSUs)
Employees have a major impact on most business’s success, and many businesses strive to align the interests of their high-flying employees with those of their shareholders. Many…