How to Manage RSUs Within Your Financial Plan - Restricted Stock Units

Поделиться
HTML-код
  • Опубликовано: 12 дек 2024
  • One of our new clients, Joan (age 53) recently got a new high-paying job that included RSUs. Joan had no experience or knowledge of RSUs and how they might fit into her overall financial plan, which is what led to her contacting us for help.
    Within our first financial planning meeting, we covered a lot and this is a great example of how to use a life event as the necessary motivator to reach out to a financial planner.
    ---
    Useful?
    Please Subscribe: / @knowmyplan
    ---
    Meet: www.scheduleon...
    Nic Nielsen on LinkedIn: / knowmyplan
    Know My Plan (website): knowmyplan.com/
    Contact me: knowmyplan.com...
    📄 Dollars & Diagrams Newsletter: lp.constantcon...
    If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
    We're currently taking on great new clients.
    Thanks for watching!
    Nic
    #knowmyplan #financialplanning #financialadvisor #investing #retirement #financialplan #rsu #restrictedstockunits

Комментарии •