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Negotiating equity comp: What you should know

October 4, 2022

Have you ever wondered how to negotiate a pay package that includes equity compensation, in addition to a salary? Managing Partner Kelly Milligan has some tips to help you out. (Hint: Taxes.)

#FinancialPlanning #Compensation #FinancialEducation

The tax surprise lurking in bonuses

August 22, 2026

The tax and withholding rate on bonus compensation can lead to surprises... and confusion. Here's what you need to know to make the most out of your bonus.

The tax and withholding rate on bonus compensation can lead to surprises… and confusion. Here’s what you need to know to make the most out of your bonus.

Equity compensation: An overview

July 15, 2026

Equity compensation is increasingly popular as companies look to recruit top talent. But if you don't understand how it works, you could leave money on the table.

Equity compensation is increasingly popular as companies look to recruit top talent. But if you don’t understand how it works, you could leave money on the table.

Deferred comp: The amazing benefit no one is using

June 1, 2026

Deferred compensation is a powerful tax minimization tool. But because it’s uncommon, many executives don't know enough to take full advantage of the offering.

Deferred compensation is a powerful tax minimization tool. But because it’s uncommon, many executives don’t know enough to take full advantage of the offering.

Get the most out of your employee benefits

July 18, 2025

When your company offers you a benefit, take it. These benefits have monetary value, and taking advantage of them can boost your overall financial health. However, many people aren’t aware

Even employees that are aware of the ever-expanding array of perks they may encounter from employers may not be taking full advantage of employee benefits.

What you can do with your bonus

May 14, 2024

Getting a bonus tends to be a great feeling—you worked hard for it, after all. Getting strategic about how you spend your bonus can help it work hard for you.

Six ways to put your bonus—or any sudden influx of cash—to work so you can enjoy it and make the most of it. Plus, we address some common misconceptions.

How to evaluate a pay and benefit package

April 24, 2024

When you evaluate the pay and benefits package in a job offer, it can be tempting to focus on the headline salary number. However, the details of the benefits plan

The details in your benefits plan could help you create significant wealth in the long run. We go over what to look for and what questions to ask.