Jun 24 2019
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Non-Qualified Stock Options Vs. RSUs Strategy Guide

By Lucas Casarez, CFP®

Stock options are very different from RSUs. Although they both are a popular form of tech companies’ compensation structure, the thought process and planning couldn’t be more different. Maybe your employer just announced that future awards will now be RSUs and you haven’t even figured out how your old stock options work. Or maybe it is more complex and they are allowing you to pick which form of stock compensation you prefer. Either way, you…

Debt Management Strategy
Apr 30 2019
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How to Efficiently Manage Debt Strategy Guide

By Lucas Casarez, CFP®

Debt may be unavoidable, but that doesn’t mean that it has to weigh you down. Efficiently managing debt may allow you to obtain a higher paying job, have a higher quality of life, and grow your wealth faster. The key is having a game plan and staying focused so that you avoid some of the common downsides of debt.