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Kiplinger
Kiplinger
Business
Krystal Barker Buissereth, CFA®

UNBELIEVABLE: Three steps to weave equity compensation into your financial plan - Caught on Camera

Two executives smile while chatting on the roof of a tall building with a city skyline in the background.

Stress about finances transcends income level, financial acumen and experience, and today’s economic climate is presenting challenges even for seasoned company leaders. In fact, Morgan Stanley at Work research shows that 83% of executives who receive equity compensation say financial stress is negatively impacting their work and personal lives.

If you’re in that boat, factors like long vesting schedules, complicated tools or a confusing website can make equity compensation easy to overlook or frustrating to try to weave into your financial plans. While many used to see equity compensation as just a nice bonus, it’s especially worthwhile amid today’s uncertainty to view equity more holistically.

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