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Old 12-16-2015, 12:17 PM   #21
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Location: Madison
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Don't reinvest all of it! Use 10% (hey it's "found" money right) to treat yourself to something amazing like a hot balloon ride or something. I speak from experience as my wife got a little windfall once and I was just going to "dump" it into our investments. She said "no way" and we went for a 4 day weekend to Napa Valley in a nice little Bed and Breakfast with a balloon ride included. 25 years later we still talk about it. We never talk about money I re-invested. Just a thought.

Wild Bill shoulda taken more out of his IRA when he could have. . . .
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Old 12-16-2015, 03:05 PM   #22
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Location: Columbus area
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There are many (well, at least some...) good managers out there.

Mine was very helpful in letting me manage my exit (I gave him plenty of warning). I left in January so I could put some more money into the 401(k) and have the company fund their share of my HSA and other things. The big deal was splitting cashing in my options between the December and January (two different tax years). That was worth significant tax savings to me.

Finally, at my last review, I pointed out that I really had no use for the RSAs they were going to award me (they wouldn't vest), so please give them others members of the team. They did.

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Old 12-17-2015, 07:42 PM   #23
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That is terrific to hear. I would definitely follow up with a heartfelt thank you note. Encourage the possibility of it happening again for somebody else who deserves it too.

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