Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating Plan Your Stock Compensation for the Year with a gray graphic of people standing on stacks of coins at various levels.

    Plan Your Stock Compensation for the Year

    Stock compensation can be one of the most rewarding benefits your employer can offer you. However, it also carries complexities that require careful planning. Whether you’re dealing with restricted stock units (RSUs), stock options, or performance…

    By Matthew Nelson
    August 19, 2025

    5 Min Read
    Image of Partner and Wealth Manager Jacob LaRue with text stating Arctic Wolf Stock Options: A Case Study from the desk of Jacob LaRue, CFP® to highlight the blog post.

    Arctic Wolf: An Employee Stock Options Case Study

    Questions you are probably asking yourself if you have stock options from Arctic Wolf: “What the heck are these? What do I do with them? Do they have value?” Today, I am going to break these…

    By Jacob LaRue
    July 17, 2025

    8 Min Read
    Image of Partner and Financial Advisor Jacob LaRue with text stating Arctic Wolf Stock Options for this installment of Employee Benefits from the desk of Jacob LaRue, CFP® to highlight the blog post.

    Arctic Wolf Stock Options: What You Need to Know

    Part of your compensation package at Arctic Wolf may include stock options. However, for employees of private companies like Arctic Wolf, navigating the complexities of stock options can feel daunting. Decisions about whether to exercise options…

    By Jacob LaRue
    May 22, 2025

    4 Min Read
    Image of Partner and Financial Advisor Mattew Nelson with Financial Advisor Q & A for Medtronic Employees and Executives with Matt Nelson, CFP®, AIF®, ECA to highlight content.

    Financial Planning for Medtronic Employees and Executives

    Do you work at Medtronic? Get the resources you need and expert insights from financial professionals who specialize in helping Medtronic employees make the most of their compensation package and benefits. Whether you’re a new Medtronic employee…

    By Matthew Nelson
    April 11, 2025

    10 Min Read
    Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating ESPPs in green cursive and A Comprehensive Guide to Making Use of Your Company's ESPP in bold white capitals.

    ESPPs: A Comprehensive Guide

    Employer Stock Purchase Plans (ESPPs) are more than a workplace perk. They can be a powerful tool to build wealth and align your financial success with the success of your company. Participating in your company’s ESPP…

    By Matthew Nelson
    March 31, 2025

    2 Min Read
    Cover image for article with gray background and a wave pattern graphic on the far left. Wording stating Tax Reporting for Stock Compensation with a gray graphic of various money types.

    Tax Reporting for Stock Compensation

    Stock compensation comes with a unique set of tax implications that can feel overwhelming. Especially at tax time when you are trying to gather all the reporting forms needed. With the right guidance though, it can…

    By Matthew Nelson
    March 20, 2025

    4 Min Read
    Blog cover photo with dark green to light green gradient background. Perspective 6 Group's logo with Retirement Planning for MedTech Professionals in text. On the left a line drawing of a person crossing their arms in a suit to illustrate a MedTech executive.

    Retirement Planning for MedTech: Turn Stock Compensation into Opportunity

    As a MedTech professional, your career likely involves financial complexities—from navigating stock compensation to managing taxes and planning for retirement. These challenges require more than generic advice; they demand a tailored, strategic approach. At Perspective 6…

    By Matthew Nelson
    February 20, 2025

    2 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 22: How to Navigate & Optimize Non-Qualified Stock Options

    How to Optimize Non-Qualified Stock Options

    How do NSOs work? When are NSOs taxed? Are NSOs earned income? Get all your NSO questions answered on this episode. Unlocking the potential of your non-qualified stock options (NSOs) can be essential in achieving financial…

    By Emily Peterson
    August 22, 2024

    3 Min Read
    Image of Partner and Financial Advisor Mattew Nelson with Financial Advisor Q & A for MedTech Professionals with Matt Nelson, CFP®, AIF®, ECA to highlight content.

    Looking for a Financial Advisor for MedTech Professionals?

    Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…

    By Matthew Nelson
    April 18, 2024

    10 Min Read
    The MedTech Wealth Advisor Podcast Graphic with Matthew Nelson & Jacob LaRue for Episode 12: RSU Mistakes to Avoid

    RSU Mistakes to Avoid

    Could you be avoiding common RSU mistakes? The MedTech Wealth Advisor Podcast culminates its RSU series with a compelling finale. Hosted by Matt Nelson, CFP® and guest Jacob LaRue, CFP® (can we even call him a…

    By Emily Peterson
    March 28, 2024

    2 Min Read