How Bonuses, RSUs, and Stock Options Impact Your Tax Plan
Key Takeaways: A bonus or equity award can feel like a major win, but it can also make your tax picture harder to manage. Extra income from restricted stock units (RSUs), stock options, employee stock purchase…
By Matthew Nelson
June 26, 2026
Q3 2026 Market Outlook
✅ Want a portfolio review that accounts for where markets are headed? Let’s connect → https://www.perspective6wealthadvisor… Markets are up over 8% on the year after a wild Q2, and most people didn’t see it coming. In…
By Matthew Nelson
June 22, 2026
What Boston Scientific Employees Need to Know About Their Financial Benefits
Boston Scientific’s compensation package is one of the strongest in MedTech. Between the 401(k) match, the ESPP, the disability benefits, and the equity programs, there is a real opportunity to build wealth here. There is also…
By Matthew Nelson
June 12, 2026
What Happens to Your Stock Compensation When You Leave Your Job
Key Takeaways: Leaving a job can make stock compensation feel much less theoretical. Awards that once sat quietly in a portal may suddenly involve forfeiture rules, exercise deadlines, tax decisions, trading limits, and paperwork that needs…
By Matthew Nelson
May 12, 2026
When Should You Sell RSUs? What to Consider Before You Decide
Key Takeaways: Restricted stock units (RSUs) can be one of the most valuable parts of your pay, but they also create a decision that many employees do not fully think through until shares have already vested.…
By Matthew Nelson
May 11, 2026
How RSUs Work (and What They Mean for Your Taxes)
Key Takeaways: How RSUs Work at a High Level RSUs are a promise from your employer to deliver company shares in the future if you meet the terms of the plan. They are a form of…
By Matthew Nelson
May 8, 2026
Tax Planning Strategies for RSU Income
Key Takeaways: Restricted stock units (RSUs) are a form of compensation that can become very valuable when your employer’s stock performs well. The challenge is that the value you see on paper and the amount you…
By Matthew Nelson
May 7, 2026
Key Retirement Plan Contribution Limits for 2026
Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2026. Let’s take a look at what is changing! 401(k)/403(b)/457…
By Matthew Nelson
November 27, 2025
351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this challenge. In this episode, Matt breaks down two powerful but often misunderstood tools: the 351 Exchange and the Exchange Fund.
By Matthew Nelson
November 20, 2025
2025 in Review: What’s Ahead for Investors in 2026?
Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.
By Matthew Nelson
January 8, 2026