
Insights
Category: Company Benefits

November 15, 2024
Getting the Most from Your Google Benefits
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. [...]

Contributions from: Katie Berntson, CFP®

October 21, 2024
Getting the Most from Your Amazon Benefits
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 [...]

Contributions from: Katie Berntson, CFP®

October 11, 2024
Getting the Most from Your Microsoft Benefits
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 [...]

Contributions from: Anne Marie Stonich, CFP®, CPA

September 3, 2024
Maximizing Your Employer Benefits
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 [...]

Contributions from: Larissa Vidal, CFP®

September 3, 2024
Save More for Retirement with Your Health Savings Account
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 [...]

Contributions from: Eric Schuehle

February 23, 2023
Should I Participate in Deferred Comp?
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 [...]


Contributions from: Ian Curtiss, CFP®, CFA®, CPWA®, ChSNC, Anne Marie Stonich, CFP®, CPA

January 26, 2023
Diversifying Concentrated Stock Positions: Creating a Roadmap
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 [...]

Contributions from: David Bigelow, CFP®, MBA

January 15, 2023
Diversifying Concentrated Stock Positions: Navigating the Path Less Traveled
Generating wealth and retaining wealth can be two conflicting skillsets, especially when a major source of that wealth is a concentrated stock position. The former requires bold risk-taking, optimism, and allowing eggs to pile up in one basket. The latter requires planning, humility, being proactive, and a certain degree of paranoia. Navigating this shift in [...]

Contributions from: David Bigelow, CFP®, MBA

October 7, 2022
Understanding Your Benefits at Virginia Mason
Virginia Mason offers their employees a robust suite of retirement benefits. When utilized correctly, these benefits can be valuable assets to your financial plan. Throughout this article, we’ve highlighted the pros and cons of the most prominent benefits. Virginia Mason Retirement Plans 403(b) Plan With this plan you can defer anywhere from 1% to 80% [...]

Contributions from: David Bigelow, CFP®, MBA
Loading...