Getting more stock options from your employer is always a good thing. After...
When Should I Exercise My Private Company Stock Options?
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More Posts by
Landon Loveall, CFP
Since passing the Certified Financial Planner (CFP) exam in November 2009, Landon has dedicated himself to the needs of busy young professionals. Before joining KB Financial Advisors in 2012, Landon founded Cumberland Wealth Planners in 2010 to serve clients in Nashville, TN. Landon took over the On Your Way to Wealth program in 2014 to help KB Financial Advisors further expand their work with young tech professionals in San Francisco who have stock options.
When he’s not on a plane to San Francisco, Landon lives in Nashville, TN with his wife Melissa and their three children.
When to Exercise Stock Options Startup and Before IPO
Deciding when to exercise stock options in your startup before it’s sold or...
How Much of My Company Stock Should I Own? – 3 Steps
Most of the time, tech employees think it’s a good idea to keep “some, but not...
Employee Stock Options Explained: How to Avoid 3 Killer Mistakes
Employee stocks options is a long, complex topic that we simplify by helping...
Alternative Minimum Tax ISO: How Does It Work
Alternative minimum tax (AMT) on Incentive Stock Options, or ISO, is so...
5 Lessons Learned from Missing Cost Basis
How do you calculate missing cost basis? What lessons can you learn? What...
Private Company Stock Options: Things to Know Now
In any private tech company, there are typically five types of stock options...
When to Sell Stock Options: Learn Stock Option Type & Time to Sell
It feels good when you've got different stock options, RSU, and ESPP to work...
ISO Cashless Exercise Now vs. Wait & Exercise Later
Imagine a typical job searcher in Silicon Valley: She took a job at a tech...
How to Avoid IRS and California Tax Underpayment Penalty on RSU and Stock Options
Contrary to your standard worker, tech employees have SO MANY types of income....
Your Relationship with Money
They say more money means more problems, and it's easy to see why. As your...
Exercise and Sell or Exercise and Hold – Stock Options Case Study
So your company just announced a tender offer or IPO. The rubber is about to...
