Sona Wealth

952-222-7696

  • All
  • 529 Plans
  • Charity
  • College Funding
  • Donor Advised Fund (DAF)
  • Economics
  • Equity Compensation
  • ESG & SRI Investing
  • Estate Planning
  • Feel Good
  • Financial Planning
  • I-Bonds
  • Inflation
  • Investing
  • IRA
  • Retirement
  • Roth IRA
  • Student Loans
  • Taxes
  • Traditional IRA
  • Uncategorized

Mark & Ann Volunteer at a Concession Stand — (and of course, Mark has to do a blog post about it!) — Why It’s a Good Job For a Teen

What can a teen learn from working at a concession stand? My wife and I volunteered to work at our boy’s high school concession stand …

4 Reasons Your Child Should Make a 2022 Roth IRA Contribution Before April 15 (April 18 for 2023)!

Putting off immediate gratification for a delayed reward is a great lesson for any child. My now 15 and 18-year-old kids have had savings accounts …

ISOs: What You Need To Know (Taxes Too!)

Incentive Stock Options Non-Qualified Stock Options (NSOs) & Incentive Stock Options (ISOs) are options to purchase shares of company stock at a certain price for …

ISOs & Getting Laid Off: What To Know

Invective Stock Options What happens to your ISOs if you are laid off?    Being let go is never easy, but the way these tech companies are …

NSOs & Getting Laid Off: What To Know

What happens to your NSOs if you are laid off?  Being let go is never easy, but the way these tech companies are handling it is as …

RSUs & Getting Laid Off: What To Know

What happens to your equity comp RSUs if you are laid off? Being let go is never easy, but the way these tech companies are …