If you’ve been granted options in a private company, you may be asking yourself, “Is the potential reward of exercising my options worth the risk?”
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June Office Hours: Ask a Certified Financial Planner™ Professional
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June Office Hours: Ask a Certified Financial Planner™ Professional
Please join us for the June edition of Office Hours: Ask a Certified Financial Planner™. Office Hours will be held in the first part of each month and will include the following topics, as well as an opportunity to as your own questions:
- Market Minutes: A recap of what moved the markets during the previous month
- Planner’s Corner: Timely updates on taxes, charitable giving, estate planning and insurance items that may affect your financial plan
- FAQ: Answers to the questions we’re most frequently asked on a day-to-day basis
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Meet a Merriman Teammate: Opportunity to meet another member of your team
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Bonus: Sharing useful articles and life hacks to improve your quality of life
Register here
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Organizer
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Additional Online Resources
To Exercise or Not to Exercise: What to Do When You Have Options in a Private Company
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Employee Spotlight | Washington Trail Association Volunteering
At Merriman we love giving back to our communities, whether that be in charitable donation matching dollars or using our individual allotment of volunteer hours. And in some instances, it also allows a group of us to enjoy a volunteer experience together.
Considerations for Being Self-Employed Versus an Employee
If the idea of starting up your own business has been on your mind, you have more than likely asked yourself if it’s the right thing to do financially—or at the very least are curious about all the differences between working for a company or being self-employed. Check out the pros and cons for both options.
