There’s a common assumption that once your income reaches a certain level, money is no longer an issue. Yet many physicians, executives, business owners, and other successful professionals discover that earning more can actually make their financial lives more complicated. Financial planning for high-income earners often involves coordinating competing priorities—from taxes and investments to equity […]
More and more, we’re hearing from clients who don’t need to work—but until now, they’ve chosen to stay because they enjoyed the structure, the challenge, or the connection their careers provided. Lately, however, that’s changing. Today’s political and economic uncertainty is bleeding into the workplace. Many professionals are being asked to do more with less—facing […]
For high-net-worth executives, equity compensation is simply part of the game. But when you’re consistently paid (bonuses, salary, etc.) in company stock, it’s easy to accumulate too much. Today we’ll review how high-profile executives can better manage their company’s equity and actively avoid concentration risk. What’s Too Much Company Stock? The answer to this question […]
Graduate and professional students face quite a bit of debt early on in their careers. As a parent, you may be tempted to pay some or all of the debt to ease your child’s financial burden. Before volunteering this option, ensure your child has leveraged all their options to efficiently pay down their debt. Is […]
You’re investing for retirement, paying off debt, building up an emergency fund, saving for your kid’s college, and checking all the top financial boxes—now what? If you’re running a surplus each month, it’s so easy to simply funnel money into the basics (401k, IRA, etc.) but is that the best way to truly maximize your […]
The COVID-19 pandemic has many near retirees re-examining their retirement dates. Here at Wingate Wealth Advisors, we’ve seen an increase in retirement planning services as more clients ask whether they must go back to the office at all post-pandemic, wary of whatever the new normal will be. Whether you have been offered an early retirement […]
"*" indicates required fields
