Resources

1) Plan Well Retire Well:

 http://web.extension.uiuc.edu/countrysidecenter/blogs/eb141/

A resource for consumers who are looking for solid un-biased articles on investing and retirement. 

2) Consumer Guide to Choosing a Financial Professional from University of Illinois Extension

http://web.extension.uiuc.edu/financialpro/index.cfm

3) Equity Compensation Recipients

Attention: For a limited time, we are pleased to offer a two month free trial of a recently released Equity Compensation Decision Support program called StockOpter.com.  This program is widely used by top financial advisory and planning firms to support their executive clients.  It is intuitive and includes videos that explain key concepts.  After spending a few minutes entering your stock and option grants you can use the “what if” dashboards, the report generator and the monitoring function to address issues such as:

a) When should I exercise my Employee Stock Options?

b) Which grant should I exercise first?

c) If I am being recruited by another company, what is the value of their equity compensation offer compared to what I would be leaving on the table with my current employer?

d) At what stock price, will I achieve my financial (e.g., retirement) goal?

FREE TRIAL: To sign up for your free trial, go to StockOpter.com/participants