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

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

Non-US Nationals Working in US Face Unique Tax Trigger on Equity Rewards

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...

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

Starting Over: Rebuilding the Financial Bedrock After Loss

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...

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

Could What She Didn’t Know Cost Her?

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...

Executive Compensation, Performance Stock Units, Retirement Planning

When an 83(b) Election Converts a Windfall to Capital Gains

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...

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

PSUs and Insider Rules Confound Executive in New Role

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...

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

First Home, 401(k) or ESPP? Which Takes Priority for Savings?

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...

Executive Compensation, Performance Stock Units, Restricted Stock Units

Accelerated Vesting Could Offset Uncertainty in a Merger

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...

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

Financial Parity; Evaluating Offers

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...

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

Executive Shouldn’t Go It Alone When Their Company Goes Public

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...

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

Disability Leading to Retirement

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...

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

Blog.

Aging Parents, Kids in College; Change of Plans

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

Non-US Nationals Working in US Face Unique Tax Trigger on Equity Rewards

Starting Over: Rebuilding the Financial Bedrock After Loss

Could What She Didn’t Know Cost Her?

When an 83(b) Election Converts a Windfall to Capital Gains

PSUs and Insider Rules Confound Executive in New Role

First Home, 401(k) or ESPP? Which Takes Priority for Savings?

Accelerated Vesting Could Offset Uncertainty in a Merger

Financial Parity; Evaluating Offers

Executive Shouldn’t Go It Alone When Their Company Goes Public

Disability Leading to Retirement

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