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Tag Archives for: retirement

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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Starting over: rebuilding the financial bedrock after loss
23 Jan

Starting over: rebuilding the financial bedrock after loss

Francisco was the last person he would have expected to be divorced. Now that the settlement is behind him, he wants to turn the page in 2018. Get serious about his nonqualified stock options (NQOs), retirement savings and his equity compensation. How will the tax bill impact his tax situation as a single taxpayer with various compensation streams? And what else has he missed on the retirement, tax and equity compensation front?

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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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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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