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Financial Advice | July 7, 2020

What’s better: public or private company equity grants?

Now that companies are staying private longer than ever, more and more technology professionals are being recruited to work at pre-IPO companies. Which is why we're often asked if one is inherently better than another. This month we interviewed Georgina Lai to find out.

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Financial Advice | June 25, 2020

Why RSUs Can Make Tax Season Painful

If you have restricted stock units (RSUs) that have vested you also have ordinary income. Whether or not you will pay for the associated tax liability out of pocket is generally determined by withholding. Never hear of such a thing? No worries, we got your covered.

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Financial Advice | January 31, 2020

Is Your 2020 Focus Clear When it Comes to Your Equity Grants?

What you focus on has powerful implications for where you will go in your personal life, your career and more. We believe your finances are no exception, which is why it’s critical to have the right focus for your equity grants.

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Financial Advice | December 12, 2019

Year-End Planning for Employees with Post-IPO Losses

It’s been a wild year of tech IPOs. And for our team at Schmidt Financial Group, we couldn’t be more grateful for the opportunities we’ve had to work with clients navigating these exciting circumstances.

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Schmidt News | November 7, 2019

Evan Schmidt is recognized by Forbes for a second time

Shareholder and advisor, Evan Schmidt, has been acknowledged as a best-in-state next-gen advisor. We’re proud of this recognition and believe it validates the importance of advisor specialization. Everything we do as a firm is done with a clear purpose, to guide our clients with equity grants to the best of our ability. “The problem is incorporating employer stock into a financial plan is not straightforward. There’s no one-size-fits-all solution, which is why the process can be frustrating and overwhelming. It’s also why DIY tools can disappoint.” This was one of the many things that Forbes and Shook Research took into…

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Financial Advice | November 6, 2019

3 Ways to Make the Most of Your Benefits Elections

If you keep ignoring those HR emails about open enrollment, you’re not alone. We do it too. But when you work for a tech company, your benefits have a much bigger impact on your life and finances than you may realize. Don’t leave money on the table just because the fine print is a little (and by a little… we mean a lot) tedious - we believe these three tips are a simple way to make the best decisions possible for 2020 and beyond (our second hack has the power to bring in serious dollars but only for the organized……

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Schmidt Financial Group, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Group, Inc. does not provide tax, insurance or legal advice.

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