Beyond the Vest: A Practical Guide to Equity Compensation and Financial Planning

Most employees who receive equity compensation know it could be valuable. Far fewer know what to actually do with it.

Beyond the Vest is a comprehensive, plain-English guide to understanding and managing equity compensation as part of a broader financial plan. Written by a CFP® professional specializing in equity-based pay, it breaks down the mechanics, tax implications, and planning strategies behind every major award type: Incentive Stock Options, Non-Qualified Stock Options, Restricted St...