Understanding Nike Employee Benefits
Highlight of Nike Employee Benefits Nike Stock Morningstar Report – Jan 2021 Download Schedule Your Complimentary Discovery Call To Discuss Your Financial Picture Disclosure This is just general information. This is not an offer to sell a security or advice to purchase a security. Please do you research before you make any changes with your […]
What Is An RSU and How To Manage Them
The Basic Concept A restricted stock unit is a company benefit that gives an employee company stock. The reason why it is called restricted is that an employee has to wait for the grant to be vested. This vesting period can be tied to an employee’s performance or time with the company. The most common […]
Employer Stock Purchase Plans And How To Win With Them
What Is An ESPP? An Employer Stock Purchase Plan is an benefit to purchase company stock at a discount. It’s suppose to be an incentive for the employee to work hard for the company and for the employee to benefit from the long-term growth of the company. To get started with a ESPP, there is […]
How To Take Advantage of An Employer’s Stock Options
Grow With Joe can help you manage your stock options from the comfort of your home If an employer offers stock options, this is a great way to increase someone’s net worth but there are things to consider when exercising stock options. The Different Types of Stock Optons Not all stock options are created equally […]
The Three Types of Financial Advisors
How I Became A Financial Advisor A big reason why I became a financial advisor is that I had to teach myself about investing, and was lucky enough to start a Roth IRA when I was 19 years old. Then I started up my Thrift Savings Plan while I was in the Marines at 20 […]
Tax Strategies That Latinos Should Know
When it comes to taxes, we all lives by the same tax rules, but it’s up to us to decide if we take advantage of them, or they take advantage of us. This doesn’t mean we should break rules so that we pay less in taxes but to know the rules so that we can […]
Financial Questions Latinos Should Know About Their Parents
I’ve been doing financial planning for the past four years, and one of the common concerns that Latinos have when they sit down with me is what they should do about their parent’s financial situation. This can be very stressful to deal with, but there are resources out there to help out. Below are some […]
Five Things That Every Recent Latino College Graduate Should Know
Here are five lessons I would have known after graduating college.
