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

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

Dividend Equivalent Income Could Make a Dream Come True

Nick is craving an ocean adventure that’s bound to give him a sense of freedom and accomplishment. As Executive Director for a commercial airline, he wants to strategically...

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

Phantom Stock Reveals Untold Value

Jason has prospered over 20 years as research director for a privately owned medical device company. He was granted 10,000 shares of phantom stock, now worth $150 per...

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

Performance Options and Financial Parity

Grit and determination and a long career in consumer solutions have led Gwen to her current role as president of a high-end fashion retail company.* Two retail companies...

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

Performance Awards – Income Tax Planning May Help More Than You Think

At 54, Marco’s career has progressed beyond his expectations*, as a well-compensated president of a biotech firm. The board has voted to relocate the company to...

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

Tapping Stock Appreciation Rights to Meet College Costs

Many executives face college educations to pay for while they are simultaneously accumulating wealth for retirement. They can't count on financial aid, and college costs...

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

Healthy Enough to Work, Wealthy Enough to Retire?

Gregory, 62, is a corporate vice president whose recent health issues have caused him to consider accelerating his retirement date. Will he need to work a few more...

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

Wealth Accumulation and Employee Stock Purchase Plans

Angela was hired into the training program with her employer, a pharmaceutical company right after graduation and has worked her way up to a corporate position over 20...

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

Blog.

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

Dividend Equivalent Income Could Make a Dream Come True

Phantom Stock Reveals Untold Value

Performance Options and Financial Parity

Performance Awards – Income Tax Planning May Help More Than You Think

Tapping Stock Appreciation Rights to Meet College Costs

Healthy Enough to Work, Wealthy Enough to Retire?

Wealth Accumulation and Employee Stock Purchase Plans

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