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

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

Saving up and Taking Stock for the Younger Generation

Allison is a young dynamo who has been putting her computer-science degree to work as a programmer. At age 27, she has the opportunity to join a newly public technology...

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

College Funds in Place: What to Tap First?

Peter and Jodi, a two-career couple, adopted a girl from Guatemala nine years ago. Anna has embraced school work and is an outstanding student. Her college counselor...

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

Is Deferred Compensation a Better Way to Build Assets?

Forty-three and single, Lynn was just promoted to Chief Marketing Officer-Pacific Region. Her higher compensation qualifies her to participate in the company’s...

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

How Performance Shares Are Treated After a Death

Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife,...

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

Making the Most of Lifetime Gifts for the Next Generation

As Beverly nears her 60th birthday and the vesting of her performance awards, she plans to meet with her estate planning attorney to get her affairs in order. She...

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

Using Stock Options to Meet College Costs

Sid is considering using nonqualified stock options (NQSOs) to fund Aaron’s college costs. He has 2,000 shares that are exercisable at $50 per share. To exercise...

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

How Post-Vesting Periods Play Havoc with Unplanned Retirement

Eileen is the general counsel of a high-tech company. Her company was just acquired by an out-of-state company. The sad fact is that all headquarters personnel...

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

Blog.

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

Saving up and Taking Stock for the Younger Generation

College Funds in Place: What to Tap First?

Is Deferred Compensation a Better Way to Build Assets?

How Performance Shares Are Treated After a Death

Making the Most of Lifetime Gifts for the Next Generation

Using Stock Options to Meet College Costs

How Post-Vesting Periods Play Havoc with Unplanned Retirement

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