Peter and Jodi, a two-career couple, adopted a girl from Guatemala nine years ago. Anna has embraced school work and is an outstanding student. Her college counselor has pointed her toward top private colleges. Peter and Jodi, both IT professionals with public companies, have substantial assets they can tap for college. The question is, which funds should they tap and in what order?

Whoever coined the phrase “cash is king” wasn’t talking about executive pay, which as you know has become increasingly weighted toward equity compensation. Has the complexity of executive compensation trumped clarity in executive financial planning? That’s the challenge for today’s C-suite executives.

Sid is a 45-year-old board member of a regional pharmaceutical company. His son, Aaron, is a high school junior in the process of choosing a college to attend after graduation.

Nick is craving an ocean adventure that’s bound to give him a sense of freedom and accomplishment. As Executive Director for a commercial airline, he wants to strategically use the income from Performance Stock Units to finance what will be an unforgettable trip.

Angela was hired into the training program with her employer, a pharmaceutical company right after graduation and has worked her way up to a corporate position over 20 years. She’s driven to succeed professionally in order to provide for her disabled daughter, Sophie, and build wealth. Angela wants Sophie to have the funds to support herself, especially after Angela is gone.