Executive Compensation and Benefits Consulting
Our financial service experts help executives navigate the maze of regulatory issues and diversification strategies affecting your wealth, through customized, comprehensive solutions tailored to your tax, liquidity, and diversification needs. We help you understand your total economic package, and if needed, we can help you create it. Our team of financial advisors in Minnesota and Florida provide detailed advice on Executive Compensation including:
It’s common for businesses to court talented executives with a variety of perks, including signing bonuses, stock options, and nonqualified deferred compensation plans to supplement regular pensions and retirement savings….
When you think of retirement, you probably envision the enjoyable ways you will spend your free time. But, you may also want to give some thought to receiving your funds…
The headline U.S. unemployment rate fell from 6.7% at the end of December 2020 to 3.9% in December 2021, marking the biggest one-year improvement in history.1 While many workers took advantage…
These simple steps might save you a great deal of money and heartache We all make mistakes, and through them, we learn. But when it comes to finances, it is…
It’s a new year (thank goodness) and the perfect time to renew healthy habits, including those in your financial life. If 2020 taught us anything, it’s the importance of planning…
Reviewing your benefit choices to maximize what your employer offers Open enrollment for employee benefits kicks off on November 1st. Before you plan your Thanksgiving menu, you should make the…
On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to…
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. Originally Published on:…
It’s a new year, a new decade, and the perfect time to renew healthy habits, including those in your financial life. Like any good habit, setting intentions and priorities is…
Time counts When dealing with a large stock holding, think about your time frame. Some strategies, such as hedging, might be most suitable in the short term or if you…
