Nerd's Eye View

JUNE 14, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study found that advisory teams tend to have higher assets under management per advisor, serve wealthier clients on average, and have stronger growth than solo advisors, thanks in part to the efficiencies gained from (..)

Financial Planner 246

Financial Planner Compensation Planning Asset Allocation Retirement Planning 246

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. There is also an option to invest in Microsoft Stock.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Darrow Wealth Management

NOVEMBER 17, 2022

Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . About Darrow Wealth Management. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Cordant Wealth Partners

SEPTEMBER 9, 2022

Microsoft Compensation: Salaries Like any company, your base salary at Microsoft is determined by your role and experience. Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. at retirement or upon leaving the company.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

Common roles at Microsoft are Software Engineer, Product Manager, Solution Architect, Data Scientist, Software Engineering Manager, and many others. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated. at retirement or upon leaving the company.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Sara Grillo

AUGUST 14, 2023

How large the extent of the conflict matters, as well as how it is managed and disclosed. If an AUM advisor is managing a $5MM account, and a client comes in and says, “I’m taking half of this to buy a commercial property”, the AUM advisor is essentially taking a 50% pay cut. And they are supposed to advise in your best interest?

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zajac Group

JANUARY 10, 2023

Once you’ve got your buckets in place, you can more accurately develop action plans that align with your goals. Your plans can then drive your tactics. After that, it should be a little easier to implement, monitor, and update your equity compensation plans over time. Still undecided?

Taxes 52

Taxes Planning Financial Planning Investing 52