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First Home, 401(k) or ESPP? Which Takes Priority for Savings?
01 Feb

First Home, 401(k) or ESPP? Which Takes Priority for Savings?

Buying his first home is Caleb’s first savings priority…along with paying down college loans, and starting a retirement 401(k) nest egg. Now that he’s eligible for his company’s Employee Stock Purchase Plan (ESPP), Caleb is more confused than ever as to how to allocate his monthly savings.

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Accelerated Vesting Could Offset Uncertainty in a Merger
05 Dec

Accelerated Vesting Could Offset Uncertainty in a Merger

When company ownership is in play, all assumptions are on the table as to the company’s future and the executive’s own employment. Marcus wondered if his unvested Restricted Stock Units and Nonqualified Stock Options may provide an offsetting windfall for the long-tenured company executive.

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Financial Parity; Evaluating Offers
10 Oct

Financial Parity; Evaluating Offers

Linda* wasn’t expecting to leave the cosmetics company where she’d worked for 18 years, the last six as senior vice president. Her position was eliminated two months ago. Search firms have already started courting, and fortunately she expects her unplanned furlough to be short lived.

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Executive Shouldn’t Go It Alone When their Company Goes Public
02 Aug

Executive Shouldn’t Go It Alone When their Company Goes Public

The medical director for a fast-growing private medical device company, Josh, 45*, has been handling his own investments for years. His $400,000 in investments require very little tending – the majority is in his company’s 401(k) account. Free from financial minutiae, Josh is a theatre goer, making occasional excursions to New York to keep up with Broadway’s latest lineup.

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Disability leading to Retirement
02 Jun

Disability leading to Retirement

Life took an unwelcome turn when Liam suffered a heart attack at work. The hard-charging chief logistics officer for a pharmaceutical company accepted stress as part of the job. But at 58, his heart attack shook his air of invincibility, brought home how precious life is and altered his perspective about how he will spend time.

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