Helping Equity Compensated Individuals | Owner and Lead Planner@ Wysopal Wealth | Girl Dad 2X| Tweets ≠ advice.

Joined December 2010
441 Photos and videos
As a Bears fan I don't know if I've been this excited for a game since 08’ 🐻⬇️
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Brett Wysopal, CFP®, EA, ECA retweeted
It’s all about Jesus.
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The amount of garage that X is allowing into inboxes has me debating about getting off the platform.
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Health & Wealth tip. Every time you think about buying a case of beer, don’t! Instead invest the cost of the case. Healthy and wealthy!
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When you exercise Incentive Stock Options, Form 3921 is issued for your tax filing. Contrastingly, exercising Non-Qualified Stock Options ties your tax implications to the 'V' code in your W2 box A crucial difference to understand
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If you don’t plan around the $100,000 ISO Rule, you could get hit with a higher tax bill than expected.
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By tracking your options and understanding this rule, you can maximize your tax savings and keep more of your hard-earned money.
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Brett Wysopal, CFP®, EA, ECA retweeted
In 2024 the average Wall Street Consensus for the S&P 500 price target was 4,861. They were off by ~1,000 points or 17%. Stop listening to the Wall Street media and get yourself invested.
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This is what my weekends are all about.
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Treat RSUs as a windfall, not a steady paycheck RSUs can be a significant portion of your cash flow But with the volatility of the markets, you shouldn't bank on them to cover fixed expenses.
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