Topics
Topic:
Retirement Planning
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Employee Benefits: Quality of Life
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. Quality of Life Time-off/Sabbatical Policy Time off for sabbaticals may be paid or unpaid depending on the employer, the duration of service,…
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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: 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…
