Pre-IPO Financial Planning: What to Do Before Your Company Goes Public
Key Takeaways: ● A rising valuation isn’t the same as cash in hand. The offering can be delayed, the price can change, and restrictions often remain after going public. ● The best…
By Matthew Nelson
September 16, 2026
How Should You Handle RSUs and Stock Compensation Without Overpaying Taxes?
Key Takeaways: If you work in Minnesota, there’s a good chance equity is part of your paycheck. The state packs in 17 Fortune 500 companies,1 and big employers like 3M, Medtronic, Target, and Best Buy hand…
By Matthew Nelson
August 27, 2026
Stock Compensation Planning Guide
Key Takeaways: Stock compensation can be a big part of your pay, but figuring out what it’s actually worth can be less straightforward. RSUs, stock options, ESPPs, and IPO shares all have different rules for when…
By Matthew Nelson
August 25, 2026
Charitable Giving Strategies: Donor-Advised Funds, QCDs, Cash and Stock
Key Takeaways: Charitable giving can be an important part of a financial plan, but the way you give can matter just as much as how much you give. Writing a check or making an online donation…
By Matthew Nelson
August 21, 2026
Roth Conversion and Roth Strategy
Key Takeaways What Is a Roth Strategy? Roth planning is broader than simply deciding whether to contribute to a Roth IRA. Depending on your circumstances, you may have several ways to build Roth assets, including Roth…
By Matthew Nelson
August 12, 2026
Financial Planning for Professionals With Stock Compensation in Minnesota
Key Takeaways: For many Minnesota professionals, stock compensation becomes a major part of their overall finances. But owning company shares is only the beginning. The timing of vesting, taxes, and decisions around holding or selling can…
By Matthew Nelson
August 7, 2026
Tax Strategies for High-Income Professionals in Minnesota
Key Takeaways: Minnesota asks a lot of its high earners. Its top rate of 9.85% is the sixth-highest among states, and nine states charge no income tax at all.1 What stings more is where that bracket…
By Matthew Nelson
July 24, 2026
How Minnesota Taxes RSUs and Stock Compensation
Key Takeaways: Equity compensation can create meaningful wealth, but the tax side is rarely as simple as it looks. The biggest mistake is treating every dollar from your company stock the same. RSUs, options, and employee…
By Matthew Nelson
July 23, 2026
What to Do After a Large RSU Vesting (Taxes, Planning, and Next Steps)
Key Takeaways: Receiving a large amount of vested restricted stock units (RSUs) can be a major financial milestone. It can increase your net worth, create liquidity, and turn years of compensation into real value. However, it…
By Matthew Nelson
July 14, 2026
How to Diversify When a Large Portion of Your Wealth Is in Company Stock
Key Takeaways: Company stock can become a major source of wealth for employees, founders, long-tenured professionals, and executives whose careers and compensation have been tied to one business. Over time, grants, ESPP purchases, option exercises, and…
By Matthew Nelson
July 6, 2026
