THE WEALTH STRATEGIST
June 25, 2008  Volume 3 | issue 8
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Employee Stock Options

Steven T. Merkel, CFP®, ChFC

Many companies use employee stock options plans to compensate, retain, and attract employees. These plans are contracts between a company and its employees that give employees the right to buy a specific number of the company’s shares at a fixed p...

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Roth 401(K)…. Uncle Sam’s Gift

Scott R. Schatzle, CFP®

Most people will agree that the majority of employers have shifted the responsibility of retirement planning over to the individuals that they employ.  For those of you working for a company that still offers the traditional Pension Plan, con...

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