How optimizing your RSUs will make a big difference to your success
March 8, 2022
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…
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Employee Stock Purchase Plans (ESPP) – The 10 Top Questions to Answer Before You Decide
Employee Stock Purchase Plans (ESPP)
February 14, 2022
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…
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On Crafting Your Personal Wealth Portfolio – The Value Of Financial Planning
October 27, 2021
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.
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Financial Planning & Planners – Unlocking Money Health For Short & Long-Term Financial Security
October 20, 2021
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…
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Retirement Planning – The Art of Saving for a Healthy, Wealthy Future
October 13, 2021
Throughout our working years, we invest our energy into building our dreams for the future.
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Vetting Your Financial Advisor – The Top 10 Questions to Ask in the First Meeting
October 6, 2021
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…
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Retirement Planning – When should I start saving for retirement?
September 29, 2021
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…
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Understanding Restricted Stock Unit Taxes
September 22, 2021
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 in places…
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How to Incorporate RSUs into Your Investment Strategy & Avoid Concentrated Stock Risk
September 15, 2021
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…
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How to Manage Your Restricted Stock Units (RSUs)
September 8, 2021
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.…
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Restricted Stock Units (RSUs) versus Restricted Stock –what are the differences?
September 1, 2021
Because employees and executives make a big impact on any company's success, companies strive to align the interests of their high-flying personnel with those of their…
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