Topics
Topic:
Retirement Planning
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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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What Constitutes the Art of Practicing Financial Planning?
The below chapter is from “The Art of Practicing and the Art of Communication in Financial Planning” (Click here to purchase the book.) Why would one use the word “art” when describing the practice of financial planning? The most highly qualified planners have gone through rigorous education and testing in order to acquire licenses and certifications. They…
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Congress moves to make changes to US retirement system – 3/1/16
Having made substantial changes to the US tax code at the end of 2017, Congress took a step closer to changing the US retirement system a few weeks ago. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23 by a large bipartisan margin of 417-3. The bill…
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Could a reverse mortgage be right for you?
Changes have occurred to the FHA Insured Home Equity Conversion Mortgage, or HECM, which has changed the face of the reverse mortgage we once knew that opens the mortgage up to many more possible uses. In fact, the HECM program has been my focus of research for the past few years at Texas Tech, where…
