Regardless of what is currently available to you, it is important to understand the differences between restricted stock units vs. options in the case you are offered either or both in the future.
Knowing that both active and passive investing can help you achieve portfolio diversification and asset allocation, which one is right for you? Here’s a look at the differences between active vs. passive investing, industry trends around both of these types, and ways to determine which one makes most sense for your portfolio.
A donor-advised fund can be a powerful charitable planning tool for executives. Here’s a closer look at these tools and how you can earn a donor-advised fund tax deduction.
Having an understanding of strategic nonqualified deferred compensation plan tax treatment options can help you make an educated decision about opting in or continuing to utilize your deferred compensation plan.
Here are some strategies that address wealth management for entrepreneurs by either reducing the size of your estate or assisting in the transition of your business and estate. These strategies can be used to formulate a balanced estate plan that helps ensure the results of your hard work live on.
When you establish a charitable remainder trust, you are able to generate income for yourself and your family while you are alive. When you pass on, the trust leverages your remaining wealth to impact the charities of your choice. Here’s a closer look at this wealth preservation and distribution strategy and when setting up a charitable trust makes sense for your financial and estate plans.
As an executive financial advisor, I’ve helped many directors and other executives of publicly traded companies establish 10b5-1 plans. If you’re a holder of company stock, it’s something you should consider not only to maintain public perception, but to protect yourself and the financial portfolio you’ve worked hard for. Here’s a closer look at these plans, as well as some 10b5-1 plan best practices executives should know.
It is important for executives to have a strategy in place to maximize and balance your portfolio. As an executive financial advisor, there are a few investment strategies for high income earners I find most effective for doing this. Here’s a look at those strategies in more detail.
There are certain tax exemption amounts and limits that corporate executives can’t afford to ignore. One of the most important is the federal estate tax exemption. Here’s a closer look at how that amount, as well as some strategies for lowering your taxable estate.
One of my clients was recently offered restricted stock units as part of his executive compensation package. He and his wife always had aspirations of international travel. All of their children would be out of the house in a few years, so they would finally have the time and energy to do it. The vesting…