15 Tips: How Superstar Women Make Their Money Work For Them

 In Investing, Equity comp

I recently shared 15 tips on how my Superstar Women clients make the most of their stock compensation, 401(k), cash management, and investments. I’ve compiled them here. You can follow me on Facebook, Instagram, and LinkedIn for future tips.

tip1 company lockup financial advice

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tip #2: Post-IPO Emotional Roller Coaster

Superstar Women are ready for an emotional roller coaster post-IPO. The stock price could skyrocket a la Twitter, or dip below the IPO price a la Zynga.

zynga stock price ipo 6 months

 

 

 

 

 

 

 

tip 3 stock position post lockup

tip 4 espp

tip 5 401k match

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

tip 6 401k non elective

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 month emergency fund

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

pay bills without dipping into emer fund

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

emergency fund 401k savings

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

role of stocks and bonds

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

right asset mix goals horizon

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

stocks and bonds portfolio

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

buy a smaller house

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

protect from catastrophic illness

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

liability insurance 2x worth

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