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
Tax Strategies for High-Income Professionals in Minnesota
Key Takeaways: Minnesota asks a lot of its high earners. Its top rate of 9.85% is the sixth-highest among states, and nine states charge no income tax at all.1 What stings more is where that bracket…
By Matthew Nelson
July 24, 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 to Do After a Large RSU Vesting (Taxes, Planning, and Next Steps)
Key Takeaways: Receiving a large amount of vested restricted stock units (RSUs) can be a major financial milestone. It can increase your net worth, create liquidity, and turn years of compensation into real value. However, it…
By Matthew Nelson
July 14, 2026
How to Diversify When a Large Portion of Your Wealth Is in Company Stock
Key Takeaways: Company stock can become a major source of wealth for employees, founders, long-tenured professionals, and executives whose careers and compensation have been tied to one business. Over time, grants, ESPP purchases, option exercises, and…
By Matthew Nelson
July 6, 2026
How Bonuses, RSUs, and Stock Options Impact Your Tax Plan
Key Takeaways: A bonus or equity award can feel like a major win, but it can also make your tax picture harder to manage. Extra income from restricted stock units (RSUs), stock options, employee stock purchase…
By Matthew Nelson
June 26, 2026
Q3 2026 Market Outlook
✅ Want a portfolio review that accounts for where markets are headed? Let’s connect → https://www.perspective6wealthadvisor… Markets are up over 8% on the year after a wild Q2, and most people didn’t see it coming. In…
By Matthew Nelson
June 22, 2026
Q3 2026 Market Outlook
Q2 of 2026 is shaping up better than we expected in our 2026 market outlook. Despite the noise around the globe and here in the U.S., based on CNBC-reported data, the S&P 500 is sitting roughly…
By Matthew Finley
June 16, 2026
What Boston Scientific Employees Need to Know About Their Financial Benefits
Boston Scientific’s compensation package is one of the strongest in MedTech. Between the 401(k) match, the ESPP, the disability benefits, and the equity programs, there is a real opportunity to build wealth here. There is also…
By Matthew Nelson
June 12, 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
