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 Helps you Pursue Your Dreams 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…
Understanding Restricted Stock Unit (RSU) Taxes
WestStarWill Save You Time and Money RSU ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS Restricted stock units (RSUs) are a common form of stock-based compensation…
How to Incorporate RSUs into Your Investment Strategy
WestStarAnd Avoid Concentrated Stock Risk RSU ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS The philosophy that drives stock-based compensation is one in which key…
Understanding Restricted Stock Units Vesting, Payouts, and Tax Implications
WestStarRSU ADVICE | GUIDANCE | INSIGHTS | OBSERVATIONS Employees and executives have a major impact on most business’s success, and many businesses strive to align…