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Tag Archives for: retirement planning

What’s keeping this executive up at night?
13 Feb

What’s keeping this executive up at night?

Arnav has had little time to ponder his family’s financial future while working on an enterprise-wide systems conversion for the last two years. His long-term incentives may be his greatest untapped asset but he has more questions than answers. What would happen to unvested nonqualified stock options if something should happen to him? And, how could he tap into his RSUs to help fund his extended family’s bi-annual trips to India? He needs a knowledgeable professional to develop a plan and a timeline for his equity compensation, along the lines of what he expects from his project managers at work.

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Aging parents, kids in college; change of plans
01 Oct

Aging parents, kids in college; change of plans

Jill and Arshad once scoffed at the term “sandwich generation.” That changed for Jill, the HR benefits leader for a technology company, when they invited Arshad’s mom to move in after their daughters left for college. Higher household expenses and changing equity compensation is creating the law of unintended consequences and new questions they need help answering.

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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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Dividend Equivalent income could make a dream come true
29 Jan

Dividend Equivalent income could make a dream come true

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.

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