How to Handle Employee Stock Options with Laura Morganelli

This week I sat down with Laura Morganelli, CFP to talk about how
to handle employee stock options and some of the things to be
aware of if and when you decide to exercise those options.


Laura joined Abacus Wealth Partners in 2015. With over 7 years of
experience in personal finance, her main goal is to bring a sense
of peace in people’s financial lives. She recognizes that
financial planning and investment management topics can sometimes
feel complex and scary and is passionate about providing guidance
and education in simple, human, and enjoyable ways. Laura lives
in Philadelphia. When she is not nerding out over Excel
spreadsheets or burying her nose in a book, she can be found at
the dog park with her pup, Bella, working out, enjoying happy
hour and trying new restaurants with friends, or traveling to new
cities. 


Family is also important to her, considering their influence is a
big part of who she is today. As a child her parents often told
her “If you love what you do, you’ll never work a day in your
life.” Those words have stuck with her over the years. Her
eagerness to build knowledge, coupled with her love of meeting
new people, has made financial planning the perfect fit.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


What stock options are and what you can or can’t do with them

Exercise price, stock price, vesting dates, grant dates, and
more explained

What exercising your stock options looks like

Different avenues for exercising your shares

The role taxes play upon exercising your options

What a spread is and how it can impact your taxes and
compensation

The difference between non-qualified and incentive stock
options

Capital gains tax considerations

Considerations for holding versus selling options

A common misconception to be aware of

The benefits of being awarded stock options and how they can
enhance your life

Vesting schedules

What to be cautious of regarding expiration dates



GET SOCIAL WITH LAURA AND LET HER KNOW YOU HEARD ABOUT
HER HERE


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