Search Results for: compensation
Equity compensation: An overview
The trend toward equity compensation has only accelerated over the past decade as companies look for new and creative ways to attract and retain top talent. Generally speaking, we tend to look at equity compensation as a hierarchy, with restricted stock units (RSUs) as the most valuable offering, followed by incentive stock options (ISOs), and then non-qualified stock options (NSOs). We also consider employee stock purchase plans. Let’s look at why that is.
How contingent fee attorneys can lower their taxes
Contingent fee attorneys fight hard for their clients, who are often victims of horrible accidents or other tragedies. But when it comes to paying taxes on those contingent fees, however, these attorneys become victims…of the progressive tax system.
Laid off? Don’t leave money on the table
Getting laid off tends to be an unpleasant experience. It can be made infinitely worse if you find yourself navigating complex financial questions as part of the process.
More money, new problems
While poverty is relative, making a good salary but feeling broke is more common than many of us realize. It’s something we help clients with at Quorum Private Wealth; we want to ensure that you make the most out of the money you earn. High earners aren’t just making mistakes that prevent them from becoming wealthy, we see families who’ve already built significant wealth make a few common mistakes, too.
Annual Financial Checklist
Use this checklist once a year to help evaluate how your life, priorities, and finances may have shifted. We can use your answers as a jumping off point in our next meeting.
How to evaluate a pay and benefit package
The details in your benefits plan could help you create significant wealth in the long run.
Build the best paycheck for retirement
The way you generate income in retirement—how you prioritize different sources of income and time your withdrawals—can have a big impact on your portfolio, your lifestyle, and even your legacy.
