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March 2021

basics of equity compensation

Equity Compensation — NSO & ISO Basics

The two main types of stock options are incentive stock options (ISOs) and non-qualified stock options (NSOs). Many professions love to use acronyms, but especially finance. But as my English-major wife points out, NSO and ISO are initialisms, not acronyms. To make things even more confusing, some use the abbreviation of NQSO instead of NSO; …

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negotiating college award letters

Negotiating College Award Letters With Shannon Vasconcelos

If you didn’t know you could negotiate, you are not alone. Negotiating college award letters is not only possible but can save a family thousands. Shannon Vasconcelos from Bright Horizons will tell us how to do it and how to do it right! For questions on working with Shannon: https://getintocollege.com/Our-Experts/Finance-Experts/Shannon-Vasconcelos The MNice Investor Goes To …

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negotiating college award letters

An Alternative Approach To Retirement With Denise Downey

Retirement expert Denise Downey joins us to discuss different approaches to retirement. Times have changed over the last 20 years and maybe our approach to retirement should too. And as always, we will discuss how college planning fits into her alternative retirements. For questions on working with Denise: https://www.financialtrex.com/ For Sona’s free eBook on saving …

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