INSIGHTS
Could you retire at age 50?
Could you retire at age 50? What if you had to? Over ½ of ALL workers could be forced into retirement by age 50, according to ProPublica, and the Urban Institute. No, there’s no way this would happen to you though, right?Clearly, it’s a less competitive...
Deferred Compensation Four-Part Series – Part One: Deferred Compensation Plans 101
Introduction: Deferred compensation plans are complicated, overlooked, underused. Yet, these plans are one of the best opportunities to save A LOT on taxes. Like a nuclear power plant, they’re old, misunderstood, and some only remember the few events when they’ve...
Deferred Compensation Four-Part Series – Part Two: Should I defer my compensation? How do I invest it?
Introduction: Deferred compensation plans are complicated, overlooked, underused. Yet, these plans are one of the best opportunities to save A LOT on taxes. Like a nuclear power plant, they’re old, misunderstood, and some only remember the few events when they’ve...
Deferred Compensation Four-Part Series – Part Three: Deferred Compensation Risks: Change of Control in Acquisition, Bankruptcy, and Irrevocability of Distributions and Investment Options
Introduction: Deferred compensation plans are complicated, overlooked, underused. Yet, these plans are one of the best opportunities to save A LOT on taxes. Like a nuclear power plant, they’re old, misunderstood, and some only remember the few events when they’ve...
Deferred Compensation Four-Part Series – Part Four: Deferred Compensation: Financial Planning Opportunities and Tradeoffs
Introduction: Deferred compensation plans are complicated, overlooked, underused. Yet, these plans are one of the best opportunities to save A LOT on taxes. Like a nuclear power plant, they’re old, misunderstood, and some only remember the few events when they’ve...
15 Steps BEFORE getting laid off, quitting, fired or taking a severance
(Eric Note: I fixed the graph for the FED. We are slightly off on the bullseye; the bottom scale is a little off too Federal Reserve graph makers...) “Right now, in the labor market, there are two job openings for every unemployed person. It’s at a historically...