In this episode Melissa Joy, CFP® and Rachel Elson, Wealth Advisor at Perigon Wealth Management, discuss equity compensation. Rachel was a longtime personal finance journalist and former Editor-in-chief for Financial Planning Magazine before entering private practice. Rachel and Melissa talk about ways you can be compensated outside of your salary and what that means for you.
You will learn:
- What percent of your portfolio is safe to have in company stock?
- What are the tax implications of selling company stock?
- When you consider moving companies how do you value future vesting options?
Resources:
Raymond James is not affiliated with and does not endorse the opinions or services of Rachel Elson or Perigon Wealth Management. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Melissa Joy, CFP®, CDFA® is the President of Pearl Planning and a Wealth Advisor for Raymond James Financial Services. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130
Setting and Achieving Financial Goals