Have you ever wondered, what is an ESPP? Employee Stock Purchase Plans (ESPPs) offer a unique opportunity for tech professionals to build wealth by purchasing company stock at a discount. However, without proper planning, ESPPs can also lead to financial missteps that undermine their benefits. By understanding the most common mistakes and when to take […]

For professionals with stock options as part of their compensation package, managing tax implications effectively is crucial to preserving wealth. One of the most effective strategies is structuring stock sales to stay within a lower tax bracket. Here’s how to navigate the complexities of selling stock options while minimizing tax exposure and avoiding tax bracket […]

For professionals who receive equity compensation—such as stock options or restricted stock units (RSUs)—these assets can be a significant component of your overall compensation package. While they offer valuable wealth-building opportunities, they also introduce complexities that require thoughtful financial planning. To make the most of your equity compensation, a year-round financial strategy is essential to […]

For professionals who receive stock options as part of their compensation package, these financial instruments can be a gateway to significant wealth creation. However, the fine print in your stock option agreement can often feel overwhelming. To make the most of this valuable benefit, it’s essential to understand what a stock option agreement is and […]

The Cost of Putting a Ring On It An engagement ring can be the ultimate sign of love. However, the cost can set you back a few paychecks. If you are like me and have no idea about the diamond industry, it can be a daunting task diving into the four C’s and other variables […]

Picture this: It is Monday morning. The alarm wakes you up around 6:30am and it is time to start the week. There are no “Monday Blues” at Family Legacy Financial Solutions, because we start our week with the Investment Council. The Investment Council is a weekly meeting led by our Chief Investment Officer, Todd Iglehart. […]