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.
John Barringer, CFP® |
Monday, March 20, 2023
Market volatility and sharp declines rattle even the most experienced holders of stock compensation (and their advisors). Since the market lows a decade ago, investors experienced historic returns, until recently...
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John Barringer, CFP® |
Monday, January 2, 2023
SEC Rule 10b5-1 had a significant impact on how directors, officers and other employees who are subject to “blackout” periods diversify their company stock holdings.
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John Barringer, CFP® |
Wednesday, November 30, 2022
Every year in February, after the W-2s and 1099s have arrived, we get tax-planning calls. Of course, by then it's too late for previous year planning. The time for tax planning is before the year ends.
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John Barringer, CFP® |
Sunday, May 15, 2022
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.
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John Barringer, CFP® |
Friday, April 29, 2022
A step-by-step guide for senior executives. Here’s the uncomfortable truth: Deciphering the complexity of your financial world is a full-time job.
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