Restricted Stock Units: What You Need to Know About RSUs
There are many forms of equity- or stock-based benefits that an employee can receive as part of their compensation package. One that’s common is restricted stock units. RSUs, along with…
Tiffany Lam-Balfour
Tiffany is an investing writer at NerdWallet. Her work has appeared in MSN, Yahoo Finance, and MarketWatch, and she has been quoted by Forbes, NPR, Martha Stewart and more. Previously Tiffany was a senior financial advisor and sales manager at Merrill Lynch, and spent nearly a decade in investment banking and investment management prior to advising. She has a finance and management degree from The Wharton School of the University of Pennsylvania and believes in making sound financial advice and guidance accessible to all.
Posts by Tiffany Lam-Balfour:
UTMA & UGMA: Understanding Uniform Transfers & Gifts to Minors
As a parent or guardian, planning for your child’s needs is top of mind. Lots of times, this leads to a conversation about saving for college, but focusing solely on…
Getting Started With Qualified Opportunity Funds
With this year’s strong stock and property markets, figuring out how to minimize capital gains tax may be top of mind for investors. Qualified opportunity funds can provide tax advantages,…
Qualified Small-Business Stock, or QSBS: How to Use It
Small businesses are the heart of the American economy, generating 44% of U.S. economic activity and two-thirds of net new jobs, according to the U.S. Small Business Administration. Though many…
Angel Investing: What It Is and How to Start
A creative new business idea caught your eye? Perhaps you can become an angel looking over it — an angel investor, that is. Not only will you provide support for…
How Venture Capital Works
America is known for its entrepreneurial spirit and leadership in innovation, but transforming a fresh new business concept into a viable business isn’t easy. Many startups rely on venture capital…
Need Cash? Your Brokerage Account May Offer a Handy Solution
Life happens. At some point, you might need quick cash for a down payment or to cover an unexpected expense, but may not be sure whether it warrants raiding your…
Charitable Giving and Tax Strategies to Consider
Everyone loves a win-win situation. And that’s the case with charitable giving and its tax benefits — you can do good for others while also doing good for yourself. When…
Estate Tax Planning: How Does Your Strategy Look?
You’ve accumulated assets during your lifetime and may want to transfer wealth to your heirs or a favorite charity. As you make estate planning arrangements, don’t forget that estate taxes…
Why State Residency Matters for Your Taxes
Considering a move to another state or already spending time in more than one state? You may wish to follow a job opportunity or be closer to family — or…
