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Client Services
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Employee Benefits: Highly Compensated Employees and Executive Benefits
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Highly Compensated Employees and Executive Benefits Deferred Compensation Plans Deferred compensation is a written agreement between an employer and employee in which…
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Employee Benefits: Insurance
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Insurance Health Insurance Options Health insurance options change every year, so it’s important to look over new healthcare options every year. Think…
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Employee Benefits: Stock Benefits
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Stock Benefits Employee Stock Purchase Plan Optimal Use: Strategies and Analysis Employee stock benefit plans are generally beneficial for one of two…
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Employee Benefits: Retirement
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Retirement 401(k), 403(b), & 457 Plans A workplace retirement plan is one of the most common profitable employee benefits employers offer. They…
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The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One
The Family Information Organizer is here to help you navigate loss while also making sure you have everything you need in times of emergency or natural disaster. With this book, you will: Be motivated to gather all your essential information now, rather than when it’s too late. Don’t be caught unprepared, use The Family Information…
