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Windfalls

Equity Compensation

NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup

October 2, 2024 | Jason Speciner
Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this benefit could mean for you.
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Cash Surplus

Cash Surplus? 3 Things to Do With Extra Money

August 18, 2021 | Regina Neenan
Have extra cash building up in your checking or savings account, but not sure what to do with it? After making sure it's truly surplus money, here's how you can choose. Whether you'll be using it in the short, intermediate, or long term — or you just don't know — learn how to make the most of your cash surplus.
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savings creep

5 Reasons Why You’re Going to Love Savings Creep

August 11, 2021 | Regina Neenan
Who doesn’t love having a little extra savings stashed away? Sure, it can increase a little too much from time to time. But what about when it sneaks up on you? Learn five reasons why we love savings creep — and how to let it creep up on you. We think you'll love it, too!
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promotion

I Just Received a Promotion … Now What?

January 27, 2021 | Jason Speciner
Whether hard-earned or unexpected, promotions can bring with them many changes. From an increased salary and better benefits to a loftier title and additional responsibilities, are you ready to navigate moving up in the working world? If you’re wondering what you should do next, here are some steps you can take to make the most of it.
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Inheritance

I Just Received an Inheritance … Now What?

November 25, 2020 | Regina Neenan
You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only an inheritance plan — but also a strategy that allows you to continue a legacy of giving.
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IPO

My Company Just Had Its IPO. Now What?

October 20, 2020 | FPFoCo Team
Your employer just had an Initial Public Offering (IPO). While you’ve worked there, you and your co-workers have been rewarded with stock and/or stock options, and you knew that there might be a big payday with an IPO. Now it’s happened — and you’ve got some big decisions to make. 
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Windfall

I Just Received a $#!+ Ton of Money … Now What?

July 1, 2020 | Jason Speciner
From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether it's from an inheritance, settlement, winnings, or something else entirely, you can use these steps to avoid a horror story and make the most of your windfall.
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