While many recipients of equity compensation intend to use it to boost their savings and lifestyles, I find that many of them do not see it in the bigger picture of retirement savings.Read More
The place where we share our thoughts on financial planning for equity compensation, retirement planning and other issues that impact tactical planning for corporate executive's wealth, pay and benefits.
I see too many smart people with substantial gains in stock options who do dumb things. A disciplined stock option exercise strategy can prevent some big mistakes and significantly increase the value of your option grants.Read More
If you are one of the fortunate employees of the almost 10,000 public company employers in the US who receive a portion of your compensation in company stock, you should think seriously about the advice you get.Read More
Many Baby Boomers might not be ready for retirement, but younger workers have a chance to do better – if they make the most of their 401(k)s. The return and principal value of stocks fluctuate with changes in market conditions. Shares whenRead More
Restricted and performance shares have continued to accelerate in popularity over other equity compensation alternatives, so it shouldn't surprise employees that their company is now granting them in place of stock options.Read More
Get ready for a roller-coaster ride! With your IPO company's stock price, you want to hope for the best but plan for the worst. Be serious about this new-found wealth. It's no longer pie-in-the-sky money.Read More
Divorce can be a major disruption to a family’s financial plans. Surprisingly, the Internal Revenue Service (IRS) and Congress have actually worked to make a difficult proceeding less overwhelming and burdened with taxation.Read More