According to newly released research from Fidelity Investments, the top four reasons employers should want their employees to include their company stock in their overall financial planning are: 1) They are twice as likely to take proactive steps to manage their stock awards, such as accepting awards, exercising options or selling shares; 2) they are twice […]
By Charles Steege, SFG Wealth Planning Forty-eight-year-old Christopher was senior vice president of security at a real estate search company when he died unexpectedly in a tragic car accident. Now his wife, Denise, 48, needs help to understand how her late husband’s performance share units (PSUs) will be handled. While Christopher was working, Denise took […]
