Skip to content

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
Read More

Free Preview: Our Full ‘Sudden Money and Windfalls’ Module

November 17, 2021 | FPFoCo Team
A sum of money suddenly landed in your lap. What do you do with it? Get complimentary access to our "Sudden Money and Windfalls" e-learning module, of course! In the
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
×

Let's Get Started

If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.