Our Thinking

Concentrated Stock Positions: Strategies to Protect Wealth

Concentrated Stock Positions: Strategies to Protect Wealth

If one stock represents 20-30% or more of your portfolio, your wealth may be too concentrated and therefore subject to risk from the ups and downs of that security. This can happen any number of ways: perhaps you inherited a significant stock position, acquired the stock when you sold a company, or worked for the […]

What You Need to Know When You Change Jobs

What You Need to Know When You Change Jobs

Changing jobs soon? Have you considered the impact on your cash flow, equity compensation, retirement plan and tax liability during and after the transition? Getting the timing right can make all the difference. There may be timing implications for your stock options, performance shares, restricted stock, 401(k) and pension.

Tending to Financial Matters After the Death of a Spouse

Tending to Financial Matters After the Death of a Spouse

Women tend to outlive men, and half of those who’ll outlive their spouse become widowed before age 65. What if your spouse unexpectedly dies? Are you prepared to manage your family’s financial matters?

Arranging for the funeral, gathering important financial documents, accessing your family’s assets — what should you do and whom should you contact? Do you know where the passwords are stored to access the household accounts?

Get prepared. It’s time to dig into your household finances, discuss the “what ifs” with your spouse.