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
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
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
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 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
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
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
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
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
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
