Guides
Navigate Your Equity Compensation with Confidence
Understanding equity compensation can be overwhelming, but it doesn’t have to be. At WiseMoneyLab, our comprehensive and quick start guides simplify complex topics like RSUs, ESPPs, and stock options into clear, actionable insights. Whether you’re just starting out or looking to optimize your equity strategy, our guides offer the depth and clarity you need to make confident financial decisions.
Each guide is blending technical accuracy with real-world scenarios to help you navigate your equity compensation package like a pro. Explore our guides and take control of your financial future.
Browse Comprehensive Guides
RSU Guide
Master the complexities of Restricted Stock Units, from understanding vesting schedules to making informed sell-vs-hold decisions. Learn tax implications, optimization strategies, and how to integrate RSUs into your broader financial planning.
ESPP Guide
Maximize the benefits of your Employee Stock Purchase Plan through smart contribution strategies and optimal purchase timing. Understand look-back provisions, tax implications, and how to turn the guaranteed discount into reliable returns.
Stock Options Guide
Understand the key differences between Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs). This guide explains how to manage, exercise, and plan for the tax implications of stock options.
Get The Basics Fast: Quick Start Guides
Stock Options Quick Start
Decode ISOs and NSOs: core concepts and decisions in 2 minutes