Month: May 2021

optimizing employee benefits

Strategies for Optimizing Employee Stock Options

In recent years, stock options have begun to regain their popularity in executive compensation packages, after falling out of favor during the dot-com bust. Their recent resurgence means there are also growing numbers of executives making poor choices, often because they lack good advice or because they have unwarranted optimism about their companies’ stock prices. …

Strategies for Optimizing Employee Stock Options Read More »

529 plan

Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren

A college education does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it important for families to plan ahead in order to fund educational expenses. At Wade Financial Advisory, Inc. (WFA), we routinely discuss the benefits of establishing an Education Savings Plan …

Multi-Generational Planning: Funding a 529 Plan for Your Grandchildren Read More »

Let's Stay Connected

Follow us on social to get the latest market insights, retirement planning tips, and financial planning articles.