
Equity 411
Your guides to equity compensation and IPOs!
Your benefits package is a key part of your financial picture. From evaluating your Employee Stock Purchase Plan (ESPP) to navigating open enrollment, understanding the choices available through your employer can lead to more informed financial decisions. Our content explores how to assess and integrate these benefits within a planning context, informed by the various types of benefits those in technology often receive.
Equity awards—RSUs, ISOs, NQSOs, and more—often come with complexity and opportunity. Whether you're approaching a vesting milestone, considering a liquidity event, or diversifying a concentrated position, we offer insights to help you make informed, tax-aware decisions that support your broader financial goals.
Retirement planning involves more than setting a savings target—it’s about organizing your financial life in a way that supports future flexibility and financial independence while utilizing unique benefits, like DCP, that you may receive. We cover key considerations for tech professionals, from pre-retirement modeling to income strategies and distribution planning.
For technology professionals with equity compensation and variable income, taxes can be a significant part of the financial landscape. Our content highlights strategies to identify planning opportunities, manage timing, and coordinate tax decisions with your overall wealth strategy, in collaboration with your tax professionals.

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In August 2024, Schmidt Financial Management gathered to honor and celebrate the extraordinary caree...
We are proud to announce that Evan Schmidt of Schmidt Financial Management has been named an Advisor...
We are thrilled to announce that Schmidt Financial Management has been named a finalist in the 2024 ...
We are honored to announce that Schmidt Financial Management has been named a finalist for the 2024 ...

Celebrating Glenda Schmidt: A Legacy of Care, Excellence, and Impact

Evan Schmidt Recognized as an Advisor Hub 'Advisor to Watch' for 2024

Schmidt Financial Management Recognized as Finalist in 2024 WealthManagement.com Industry Awards
