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, October 15, 2018
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. This year, we are working with a...
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John Barringer, CFP® |
Tuesday, August 14, 2018
Over the last several years, companies have adopted ever more sophisticated equity compensation plans. Brought on in part by accounting rule changes that make the issuance of any kind of stock-based compensation an expense when they...
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John Barringer, CFP® |
Tuesday, July 31, 2018
The first half 2018 is a reminder that market volatility is always lurking below the surface of a Bull Market. Big market moves similar to the volatility we experienced in 2015 but not yet approaching declines of 2008-09 can rattle...
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John Barringer, CFP® |
Friday, July 13, 2018
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. In...
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John Barringer, CFP® |
Friday, July 13, 2018
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 and post-retirement withdrawal plans. Your stock...
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