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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,...
Executive Compensation
Julia’s first thought when the company announced changes to its pension plan was, oh boy, I’d better pay attention to this. Everyone at work is talking about how it was...
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....
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...
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....
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...
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...
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...
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,...
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...
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© 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