Key Points Introduction If you’re reading this article, you probably are wondering “What is a qualified dividend?” and “How do qualified dividends work?”. Qualified dividends are a type of investment income that you’re paid from a dividend-paying stock. What makes them unique is, they’re subject to special tax treatment (typically lower tax rates). If you […]
Personal Finance
Restricted Stock Units (RSUs/RSU): What You Need To Know
Restricted Stock Units (RSUs/RSU): What You Need To Know
Key Points Introduction 2022 was a fantastic year for employees everywhere. Corporate perks, 10% raises, free gym memberships, unlimited PTO, and kombucha on tap in the breakroom. These killer benefits have led to numerous firms being recognized as “top employers” but at the end of the day, we work because we want more money. Do […]
5 Easy Tips To Help You Improve The Way You Track Your Spending
5 Easy Tips To Help You Improve The Way You Track Your Spending
Key Points Introduction Do you have a budget? Do you find yourself struggling to stick to it? You’re not alone. In fact, a recent study found that only 32% of Americans actually have a budget and stick to it. If you’re looking to get your finances on track, one of the best things you can […]
The Top 20 Beginner Investment Mistakes and How To Avoid Them
The Top 20 Beginner Investment Mistakes and How To Avoid Them
Key Points Introduction Have you ever made an investment mistake? If so, you’re not alone. In fact, even the most experienced investors can make bad investments from time to time. However, as a beginner to investing, it’s important to be aware of the potential mistakes and bad investments you could make so that you can […]
What is Equity-Based Compensation?
What is Equity-Based Compensation?
Key Points Before reading this article, keep in mind that no two financial plans are the same and what you do with your ISOs, ESPP, RSUs (etc) may be completely different than what someone else should do. Also remember that this article is explicitly education and not a recommendation of what you should do. Before […]
The Easy Way To Save For Short Term Goals
The Easy Way To Save For Short Term Goals
Key Points Introduction So many people today struggle to reach both short term and long term financial goals. I don’t blame them, either because they don’t teach this stuff in school and it gets complicated. Figuring out how to overcome debt, how to save to buy a house, how to invest and how to achieve […]