For most tech employees, finding out an IPO is on the horizon is like a sailor...
IPO Planning for Your First IPO: Start Here Guide
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More Posts by
Landon Loveall
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.
Stock Options 101: The Beginner’s Guide to Company Equity
Scenario: You just got offered an exciting job at a cool, new...
Restricted Stock: The Beginner’s Guide (Start Here)
Hands down, I find myself answering more questions about RSU (restricted stock...
Selling Stocks to Buy a House: 7 Steps
Buying a house is one of the biggest decisions of your life. ???? No matter...
The Dreaded Underpayment Penalty: How to Avoid It
Contrary to your standard worker, tech employees have SO MANY types of income....
Selling Early Employee Equity in a Fundraising Round
Over the last few years, we’ve noticed a BIG trend growing in our clients who...
How to Handle: State Taxation of Stock Options After You Move
Every year, without fail, a few of our clients relocate to a new state. It’s...
You’re an IPO Millionaire worth $5 Million+ Now What?
“Sure,” you thought, when you started working for your company. “These stock...
Employee Stock Purchase Plans: Getting Started & What You Need to Know
After an IPO, a lot of things change with your stock options and your company...
Long Term Savings for Big Tech Employees
When you work in tech, you usually fall in one of two camps: 1) A startup...
Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study
When you start a company, you’ve probably got big goals for it. In the tech...
Same Day Sale vs. Exercise & Hold Case Study
So your company just announced a tender offer or IPO. The rubber is about to...