SFG Wealth Planning Services, Inc. | SFG Wealth Planning Services, Inc.

Financial Parity Planning: When the Grass May Be Greener

Terrance is apprehensive about stepping out and is seeking a methodical way to move forward. When he joined the company in 2007, he was long on talent and short on experience....

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Life After Loss: Making Sense of My LTI Strategy

Angelo, the Senior Communications Executive of a technology company, lost his best friend when his wife Mary succumbed to cancer. Angelo recalled how time stood still when...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Special Needs Call for Special Planning Considerations

Work-life balance was essential when Leah was hospitalized for heart surgery – her fourth. Now Emma was able to work 20 hours a week from the hospital during Leah’s recovery....

Executive Compensation, Restricted Stock Units, Stock Options, Special Needs Planning

Questions Abound for Pension Assets Held Abroad

Living his best life in New York City, Paolo, 52, is a personable, fit and single statistician with a life sciences company. He loves living in Manhattan and when the weekend...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options, Expatriate Executive Planning

Coronavirus: How Serious Is It, and How Does It Affect Your Plan?

The Situation It has become apparent that Coronavirus isn’t just a Chinese problem as some U.S. policymakers finally admitted that the epidemic will damage the outlook...

Retirement Drawdown:playing his cards right

When they met in Toronto, Kiku and Scott were an average pair of 16-year old friends with part-time jobs. Love and marriage followed their college graduation, and eventually...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Expat weighs spousal estate tax liability in mulling U.S. citizenship

Wade left Sydney, Australia to pursue an American business career 30 years ago. Married to his college sweetheart, Wade arrived for a corporate post in NJ with his family...

Executive Compensation, Retirement Planning, Expatriate Executive Planning

Protecting Your Adult Child’s Lifestyle From the Unforeseen

Long-term incentives and material success provide many protections. Two things remain beyond our control: predictions for the future and the fact that in the natural order,...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Special Needs Planning

Eye on Supplement Income to Avoid Tax Surprise

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...

Executive Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning

What’s Keeping This Executive up at Night?

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...

Executive Compensation, Non-Qualified Deferred Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning, Stock Options, Special Needs Planning

Aging Parents, Kids in College; Change of Plans

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...

Executive Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning, Stock Options

Too Big to Fail? Complexity of Long-Term Incentive Comp Changes the Picture

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...

Executive Compensation, Non-Qualified Deferred Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning, Stock Options

Blog.

Financial Parity Planning: When the Grass May Be Greener

Life After Loss: Making Sense of My LTI Strategy

Special Needs Call for Special Planning Considerations

Questions Abound for Pension Assets Held Abroad

Coronavirus: How Serious Is It, and How Does It Affect Your Plan?

Retirement Drawdown:playing his cards right

Expat weighs spousal estate tax liability in mulling U.S. citizenship

Protecting Your Adult Child’s Lifestyle From the Unforeseen

Eye on Supplement Income to Avoid Tax Surprise

What’s Keeping This Executive up at Night?

Aging Parents, Kids in College; Change of Plans

Too Big to Fail? Complexity of Long-Term Incentive Comp Changes the Picture

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