Should I Sell or Hold My RSUs When They Vest?
Next in our series on Restricted Stock Units (RSUs) is the topic of selling or holding RSUs when they vest. ...
Why RSUs Are Simple to Get, but Complex to Manage
Restricted Stock Units (RSUs) are one of the most common—and misunderstood—forms of equity compensation. On ...
The Role of Caring for Aging Parents
Caring for aging parents often begins with difficult conversations about independence, planning, and family ...
Explaining the Executor Role
Taking on the role of executor for a loved one’s estate might seem straightforward. Still, it’s actually a ...
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Navigating a Layoff When You Have Equity Comp
For some professionals in tech, a layoff isn’t just about losing a paycheck — it’s about facing uncertainty ...
Meet Kathy Schmidt: Marketing Designer for Schmidt Financial Management
At Schmidt Financial Management, delivering exceptional service to our clients means giving them a great ...