Maximizing Your Microsoft Compensation 
Maximizing Your Microsoft Compensation 
By Kyle Labelle, CFP®, RICP®Published On: October 16, 2025Categories: Video, Open Enrollment, Past Events, Stock Options, Working Professionals
Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP
Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP
By Kyle Labelle, CFP®, RICP®Published On: June 19, 2025Categories: Investments, Stock Options, Taxes, Working Professionals
Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099
By Evan MarquisPublished On: April 11, 2025Categories: Investments, Stock Options, Taxes, Working Professionals
Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
Should I Take RSUs or Stock Options? How to Choose the Right Job Offer
By Kyle Labelle, CFP®, RICP®Published On: March 27, 2025Categories: Investments, Stock Options, Taxes, Working Professionals
How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options 
How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options 
By Kyle Labelle, CFP®, RICP®Published On: January 31, 2025Categories: Stock Options, Working Professionals
How Restricted Stock Units Work and How to Manage Your RSU Plan
How Restricted Stock Units Work and How to Manage Your RSU Plan
By Jennifer L. Climo, CPA, CFP®, MSFPPublished On: September 8, 2023Categories: Investments, Stock Options, Working Professionals

Signup below to receive blog and event updates.

Phone

This field is for validation purposes and should be left unchanged.

Name(Required)

Email

Checkboxes

Events

Blogs

CAPTCHA

Retirement just around the corner?

Heading into your peak earning years?

Stock Options

Stock Options

Maximizing Your Microsoft Compensation

Maximizing Your Microsoft Compensation

Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP

Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP

Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Should I Take RSUs or Stock Options? How to Choose the Right Job Offer

Should I Take RSUs or Stock Options? How to Choose the Right Job Offer

How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options

How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options

How Restricted Stock Units Work and How to Manage Your RSU Plan

How Restricted Stock Units Work and How to Manage Your RSU Plan

Signup below to receive blog and event updates.

Related articles

When Rolling Over Your Employer-Sponsored Retirement Plans Makes Sense

Why Work with a Financial Advisor?

Getting Something for Nothing – Taking Profits with No Tax

Subscribe to Our Blog & Events

Curious about learning more?
Let’s chat.

Locations

Retirement just around the corner?

Heading into your peak earning years?

Stock Options

Stock Options

Maximizing Your Microsoft Compensation

Maximizing Your Microsoft Compensation

Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP

Is an Employee Stock Purchase Plan Worth It? What to Know Before You Enroll in an ESPP

Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Don’t Pay Extra Taxes on Your Stock Plan. What to Look for on Your 1099

Should I Take RSUs or Stock Options? How to Choose the Right Job Offer

Should I Take RSUs or Stock Options? How to Choose the Right Job Offer

How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options

How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options

How Restricted Stock Units Work and How to Manage Your RSU Plan

How Restricted Stock Units Work and How to Manage Your RSU Plan

Signup below to receive blog and event updates.

Related articles

When Rolling Over Your Employer-Sponsored Retirement Plans Makes Sense

Why Work with a Financial Advisor?

Getting Something for Nothing – Taking Profits with No Tax

Subscribe to Our Blog & Events

Curious about learning more? Let’s chat.

Locations

Maximizing Your Microsoft Compensation 

Maximizing Your Microsoft Compensation 

How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options 

How to Make the Most Out of Your ISOs – A Comprehensive Guide to Incentive Stock Options 

Curious about learning more?
Let’s chat.