Are you on track to meet your financial goals? How can you keep up with all the changes in your company plans and the outside economic world to make sure your money is on track? If you are not being intentional with your money now, your working years may last longer and be more stressful than you want them to.
When Should I Exercise my Company Stock Options?
As a seasoned corporate executive, the gain in your stock options may be one of the largest assets on your balance sheet. But the decision about selling isn’t as simple as you might think.
In Your 40s with Money in a 401(K)? Don't Let this Bear Market Derail Your Financial Plan
If you’re in your 40s, you’ve been growing your wealth in the last decade since the 2008 recession. Now, you might have questions about how this current bear market will affect your 401(k). Associate Wealth Advisor Josh Monroe shares the reassuring answers he gives to his clients.
Want to learn more about our team?
The team at Brightworth has decades of experience helping busy corporate professionals and executives navigate the complexities of their company compensation and benefits plans. We work hard to understand what is important to you, and how to map the complexities you face with meeting your financial and life goals.
Click Learn More to view our CPE specialists and read the frequently asked questions.