Yardley Wealth Management

FEBRUARY 4, 2025

Tax Strategies for High-Income Earners in 2025.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

Zajac Group

MARCH 20, 2023

While tax aware decision-making is an important part of equity compensation planning, you may have to decide which is more important to you: deferring or avoiding taxes, or reducing concentration risk? Or, you may seek to optimize tax via an exercise and hold of incentive stock options (or exercise NQSOs early and file an 83(b) ).

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Harness Wealth

NOVEMBER 12, 2024

Contribute to a FSA or Health Savings Account If you have a qualifying high-deductible health plan (HDHP), you might consider contributing to a Flexible Spending Account (FSA) or Health Savings Account (HSA). For 2024, the FSA contribution limit is $3,200.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Cordant Wealth Partners

AUGUST 16, 2024

Medical It’s typical to get a year of COBRA as part of your separation package at Intel, which pays for continued health insurance coverage and allows you to stay on your Intel plan. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus.

Planning 52

Planning Retirement Taxes Accounting 52

Carson Wealth

JULY 19, 2022

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .

Executive Compensation 112

Executive Compensation Compensation Planning Planning Insurance 112

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. Deferred compensation plans. Unemployment insurance.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

As it turned out, financial planning is where I felt I could have the most impact. I greatly benefited from financial advice and my mission from that point on was to pay it forward. I wanted to help others with financial planning and advice. Deferred compensation plans. Unemployment insurance.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52