Good Financial Reads: All About IPOs

Is Your Company Going Public? Three Steps to Prepare

by Jane Yoo, Jane Financial, LLC

Tech IPO headlines are plentiful in 2019. Lyft went public in late March; Pinterest and Airbnb are other tech companies that will likely IPO later in the year. If you’re an employee at a company that has (or will) go public, such as Lyft, Pinterest, and Slack, an IPO is an exciting and perhaps nerve-wracking time. You likely have stock options or Restricted Stock Units (RSUs). Learn how the impact of your company’s IPO will depend on the type of equity compensation you possess.

[Read the Full Article]

Upcoming IPO? Take These 3 Financial Planning Steps Now

by Eric Roberge, Beyond Your Hammock

An upcoming IPO at your company presents you with a huge opportunity to make a massive leap of forward progress in growing your wealth.

With the potential for hundreds of thousands of dollars — or even millions of dollars — on the table for you, it’s not an exaggeration to say this is a high-pressure situation.

[Read the Full Article] 

Uber’s Going IPO! What Do I Do?! Will I Be Rich? Ahhhh!

by Meg Bartelt, Flow Financial Planning

Most people have never been through an IPO before. Or if they’ve gone through it, only once before. I say this to emphasize that this is Entirely New Territory for most people. So, excitement, anxiety, uncertainty…totally understandable!

A while ago I wrote a blog post about what you should do if your company’s going IPO. I checked…it’s still good. All its general commentary applies to this Uber IPO.

[Read the Full Article] 

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.