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ESOP Insights
Employee stock ownership, or employee share ownership, is where a company's employees own shares in that company. Employees typically acquire shares through a share option plan.


Taxes in Retirement: What ESOP Participants Need to Know
One big change ESOP participants face is how taxes are handled—without planning, this can lead to costly financial surprises.
Peter Newman, CFA®
Mar 27, 20254 min read


How Much Retirement Income Could Your ESOP Generate?
Discover how to turn your ESOP into a reliable retirement income with diversification and distribution strategies.
Peter Newman, CFA®
Oct 25, 20245 min read


The Diversification Option: Understand Your ESOP Benefit
You can sell your shares back to the company during your employment years, called diversification in ESOP terms. What are the pros and cons?
Peter Newman, CFA®
Oct 23, 20246 min read


Financial Planning for ESOP Participants
Learn key steps to successful retirement planning from Peter Newman of Peak Wealth Planning in his interview on Parksite’s Podcast 71.
Elizabeth Wheeler
Oct 14, 20243 min read
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