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Tag Archives for: wealth management

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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When an 83(b) Election Converts a Windfall to Capital Gains
02 Jun

When an 83(b) Election Converts a Windfall to Capital Gains

The IPO of this San Jose sales manager’s technology company has provided a windfall he never thought possible. His equity compensation – a Restricted Stock Award -- has turned into serious money after the company’s IPO. William wisely made an 83(b) election at grant date and before the public offering. What financial decisions should he make now for the long run and what is he missing?

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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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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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