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Monthly Archives for: April 2016

Saving up and taking stock for the younger generation
04 Apr

Saving up and taking stock for the younger generation

Allison is a young dynamo who has been putting her computer-science degree to work as a programmer. At age 27, she has the opportunity to join a newly public technology company. She’d have the chance to work in a new and creative environment and participate in the Employee Stock Purchase Program (Stock Plan). Independent and yet risk averse, before she changes jobs Allison’s parents suggest that she meet with their financial advisor to discuss a personal financial plan.

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