Let’s Talk Executive Compensation Packages

Those perks may come with great responsibility. When you reach the executive level at an established company, you are offered some potentially significant rewards for staying put. Here are three common perks. Stock options. Your firm gives you an agreement by which you have the chance to buy the company’s stock at a set price

when should i retire

62, 67, 70: When Will You Retire?

The financial considerations of retiring “earlier” or “later” If you can retire by choice, the question of “when” comes to mind. Here’s a look at the pros and cons of retirement at three different ages. At 62, you can claim Social Security. That alone prompts some baby boomers to consider retiring. Leaving work at 62

generational wealth management arizona

Family Wealth Management: Tips for A Successful Transition Between Generations

Key Points Develop a family financial map Communicate early and often  Be clear about your expectations and values  Introduce your heirs to your financial advisor  Avoid this unfortunate inheritance situation It’s not an uncommon scenario: The parents pass away and leave the family home to the children, Joe, Bill and Marie. Joe wants to keep

D.I.Y. Investing

The Risks of D.I.Y. Investing & Financial Planning

In trying to do it yourself, there’s the chance you could do it all wrong. Many successful people refrain from trying to plan their financial futures. They delegate that job to professionals, as they lack the time, inclination, or knowledge to do it themselves. This makes sense. It takes years to gain a thorough understanding