Kurt Hagemann of Gateway Financial Partners

08/28/2026

RSUs don’t show up all at once, they follow a timeline. Here’s how they work:

Grant Date: This is when you're promised a certain number of shares. No taxes or ownership yet, it’s just the offer.

Vesting Date: Shares become yours as you meet service or performance milestones. This is when income tax is typically triggered.

Settlement: Shares are delivered to your account. Some may be withheld to cover taxes.

Sell or Hold: You choose when to cash out or stay invested. Consider market conditions, taxes, and your broader financial plan.

Understanding each step helps you avoid surprises and make more intentional decisions with your equity.

08/27/2026

Executive compensation plans often evolve over time.

Revisiting the fine print can reveal new opportunities, or risks, you might not have considered when you first signed on.

08/25/2026

A changing market can sometimes create planning opportunities that aren’t as noticeable when values are steadily rising.

Lower asset values may affect the timing of gifts, Roth conversions, and other tax-related decisions.

Learn how GRATs, Roth conversions and gifting let you take advantage of market volatility to transfer wealth to heirs tax-free.

08/17/2026

Missing it could mean paying taxes at the wrong time. It's one of the most overlooked parts of equity comp.

08/13/2026

Every portfolio tells a story about where you’ve been, what you value, and where you hope to go next.

The question is whether your investments still reflect the goals you’re working toward today.

Curious what your portfolio is saying? Let’s take a closer look.

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08/12/2026

Mark the date because tax planning doesn't start when the shares hit your account.

Do you have a tax plan in place?

08/09/2026

Equity can be a powerful part of your compensation, but the details matter.

This breakdown helps you approach stock option negotiations with confidence.

https://www.forbes.com/sites/brucebrumberg/2024/04/17/negotiating-stock-options-and-restricted-stock-units-7-points-to-consider-before-you-try/?ctpv=searchpage

If you have clout that a hiring company needs, your equity compensation may be negotiable. This article presents insights from advisors with experience in negotiations.

07/30/2026

Don't let taxes surprise you in retirement.

Up to 85% of Social Security benefits can be taxed depending on your income. Here’s how the rules work and what can push you over the threshold.

07/28/2026

Individuals who are 70½ years old or older may use a Qualified Charitable Distribution (QCD) to donate up to $111,000 in 2026 to qualified charities directly from an IRA.

07/24/2026

Maximize your impact! Find out if your employer offers a matching gift program and see your donations go twice as far.