Category: Company Benefits

Being laid off—especially from a company like Microsoft—can be both jarring and full of unknowns. Whether your next chapter is another tech role, a sabbatical, or something entirely new, the financial decisions you make now can set the tone for your long-term security and flexibility. Here are seven smart financial steps to take if you’ve [...]

You work hard for Nike; make your Nike benefits work hard for you. We’ve worked with Nike employees to help them build their wealth using the foundation of Nike’s generous employee benefits. Read our Guides to Nike Benefits at the links below for resources you can use to fuel your future. Nike Equity Compensation Learn more about [...]

Google provides an extensive range of benefits that can enhance your wealth, manage risk, and secure your future. By integrating Google’s compensation, retirement, and health benefits into your financial plan, you can better align these offerings with your long-term goals. Equity Awards Google’s stock units (GSUs) can be a powerful tool for achieving financial objectives. [...]

Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]

Microsoft (MSFT) offers a comprehensive suite of benefits that can help employees build wealth, manage risk, and secure their financial future. It’s important to optimize these benefits by integrating them into your overall financial plan. Open Enrollment in early November provides the perfect opportunity to review and make decisions about your health, retirement, and other [...]

For most Americans who work for an employer, autumn is open enrollment period. While it’s easy to simply adopt last year’s elections, you may want to take a second look. To maximize your savings, reexamine the benefits available to you. The following are some tips to help you make the most of your benefits to [...]

As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings Account (HSA). An HSA is a medical savings account available to anyone enrolled in an HSA-compatible high-deductible health plan (HDHP). For the year 2024, the IRS defines an HDHP as a plan with a deductible of at [...]

This is a common question we receive from high-income executives looking for ways to reduce their tax burden. It seems like a no-brainer to defer paying taxes and keep those funds invested – right? While it’s true that tax-deferral can accelerate the growth of your investments over time, there are significant drawbacks to deferred comp [...]

As we continue exploring the road to diversifying concentrated stock positions (Part 1), you may want to ask yourself “what’s my worst acceptable scenario.” Sound dark? Well, it’s better than your worst non-acceptable scenario! Start with setting some guard rails. For example, if you aren’t comfortable with the possibility of getting nothing from your concentrated [...]