Whether planned or unexpected, leaving a company presents challenges and opportunities that have the potential to impact long-term wealth and lifestyle. Proactive financial planning is essential to making informed decisions and mitigating risk. Jarrett Solomon, Partner & Managing Advisor at Connecticut Wealth Management (CTWM), shares key financial considerations executives should evaluate when exiting a company. […]
In a survey conducted by Charles Schwab, nearly half of executives surveyed stated that they were afraid of making a mistake when they exercise or sell their stock awards. The primary reasons cited for not exercising or selling included concerns about market conditions and the potential tax implications. While it may seem complex and difficult […]
Kathleen M. Christensen, CPA/PFS, CDFA®, and Michael Fernandes, CFP®, discuss what executives need to know about their corporate benefits. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and […]
Hartford Business Journal Ask the Expert Feature with Jarrett Solomon, CFP® Q: What is an executive compensation plan and why do companies offer them? An executive compensation plan is a form of payment outside of traditional salary/bonus for top-tier employees that awards performance with equity in the company in the form of stock or options. […]
Have you recently received a bonus or are anticipating getting one in the coming months? Before you blindly spend your bonus, take a moment to reflect on how you can better utilize this supplemental income to support your short and long-term financial goals. To help you get the most out of your hard-earned money, our […]
Jarrett Solomon, CFP®, and John Shanley, CFP®, discuss the implications of these changes from a planning perspective. Connecticut Wealth Management, LLC is a registered investment adviser. The information presented is for educational purposes only. The opinions expressed should not be considered specific investment advice, do not take into consideration your specific situation, and do not […]
A well-structured executive benefit plan can be an important driver in a successful and fulfilling retirement. During this video, Kathleen M. Christensen, CPA/PFS, CDFA®, Partner, and Emily Wood, CFP®, Director of Financial Planning, discuss the importance of understanding your compensation benefits and planning for what life will be like after you retire. Connecticut Wealth Management, LLC is a registered […]