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When you are presented with several forms of stock-based compensation, how do you assess what they are and how they work? What are some of the key features of stock options,...
Performance Stock Units
As a single parent, Maggie has enjoyed knowing her equity compensation has been growing as her team has hit performance targets. There was little to do with her Performance...
With a PhD in Engineering, the seasoned systems engineer brought his wife, Deena, her father and his mother from India on an H1B visa ten years ago with his employer in...
SFG clients Jill and Arshad never thought the term, “sandwich generation” would fit their situation. For years, they had lived off Jill’s corporate salary as an HR benefits...
Victor* was ever the smartest kid in his class, even after his family immigrated to the US for his sophomore year. Bilingual, a whiz in math and keen to invest in the stock...
Phoebe, a PhD biosciences research executive, has recently relocated to the East Coast from her native Belgium, to assume the role of a lifetime. Now president of her division...
Francisco, 52, vice president of operations for a biotech company, is starting over. He never sought the divorce and didn’t see it coming. He’s been working...
Irina has a lot on her mind as she is thinking about exercising her ISOs. By day she runs the human resources group for an international travel company. Then she heads...
William* never set out to make $1 million, but the value of his Restricted Stock Awards (RSAs) reached that threshold last Thursday, shortly after the technology firm he...
Valeria “Val”, 43, a rising sales leader for a large pharmaceutical company, was named vice president last year. She’s been a high company performer for years and is no...
It’s a classic competition for funds. Caleb*, 25, has launched his career as marketing support manager for a large public company. After working his way through...
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...
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...
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...
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...
Allison is a young dynamo who has been putting her computer-science degree to work as a programmer. At age 27, she has the opportunity to join a newly public technology...
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...
Forty-three and single, Lynn was just promoted to Chief Marketing Officer-Pacific Region. Her higher compensation qualifies her to participate in the company’s...
Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife,...
As Beverly nears her 60th birthday and the vesting of her performance awards, she plans to meet with her estate planning attorney to get her affairs in order. She...
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SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex
SFG Wealth Planning is an independent fee-only advisor. Advisory Services are offered through SFG INVESTMENT ADVISORS, INC., an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of SFG Investment Advisors’ current disclosure brochure, which describes, among other things, SFG Investment Advisors’ business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov. SFG Investment Advisors does not provide tax or legal advice.
© 2019 by SFG Wealth Planning Services, inc. - All Rights Reserved.
Site by AdvisorFlex