Yellowstone Financial, Inc.

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Smart Moves with Your Company Stock

Smart Moves with Your Company Stock

If you work in the private sector, there’s a good chance that part of your compensation is paid in company stock. This can take the form of options, stock purchase plans, restricted stock or other programs. Making the right choices with company stock is critical when it’s a sizable portion of your net worth. Not only do you need to think about managing your risk while participating in your company’s success, but also there are tax consequences to your actions.

Five Perils of a High Income

Five Perils of a High Income

Most of us would love to have a high income. After all, extra money to spend on vacations, to afford housing in Boulder County, on activities for the kids, and to achieve financial independence doesn’t seem to be a bad thing. But high earners face more barriers to reaching their financial goals than the rest of us. Whether your income is in the upper echelon now or that is your aspiration. take care to avoid these pitfalls.