Understanding Stock Options and Equity Compensation
Melissa Dailey-Newman Melissa Dailey-Newman

Understanding Stock Options and Equity Compensation

Equity compensation comes in a variety of forms including Stock Options, Stock Appreciation Rights (SARs) and Restricted Stock Units (RSUs).Different than cash compensation (i.e, salary, bonus, and commission), some forms of equity compensation are not taxed as earned income. Equity compensation makes up almost one third of employees’ net worth, 32% on average.

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Finacial Year-End Review
Melissa Dailey-Newman Melissa Dailey-Newman

Finacial Year-End Review

Before you start the new year with resolutions and money intentions, it’s a best practice to look back at the prior year and give yourself a performance review on how you did at meeting last year’s financial goals. Continue reading to find the 4 parts to include in your Personal Financial Year-End Review

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Financial Gratitude Journal
Melissa Dailey-Newman Melissa Dailey-Newman

Financial Gratitude Journal

Having an attitude of gratitude can counter stress and anxiety, as discussed in a recent article published by the Harvard Business Review.

This holiday season I decided to put this finding to the test towards financial worry and concern. Below are excerpts from my personal Financial Gratitude Journal and the prompts I used to write my list.

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New Baby!                  Financial Checklist
Melissa Dailey-Newman Melissa Dailey-Newman

New Baby! Financial Checklist

Whether you’re a soon-to-be new parent or expanding your family through adoption or birth of a new child, here’s a financial checklist to help curb your worries and prepare for your growing family’s financial future.

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What is Financial Independence?
Melissa Dailey-Newman Melissa Dailey-Newman

What is Financial Independence?

Financial Independence can be described in many ways including: having more money than you need to cover expenses, enjoying what I call a work-optional lifestyle, or for some it’s simply having a high SANF (Sleep at Night Factor).

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Financial Impacts of a Job Change
Melissa Dailey-Newman Melissa Dailey-Newman

Financial Impacts of a Job Change

Whether you’re considering moving to a new company within your field or changing careers altogether, it’s important to consider the short-term and long-term financial impacts of making the switch.

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Coffee and Confidence

Episode 1 - Family Finances 9.9.22