Tag: ExecFIT

Millionaire & Former Zappos CEO Died in November Without a Will. Here’s Why That Makes Things Extremely Complicated

Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will. In response, his family has filed for access to the former CEO’s accounts and assets.2

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5 Steps You Can Take to Build a Great Estate Plan

When I begin working with a new client it is not uncommon to learn that they have an outdated estate plan.  Some people think not much has changed since they last did their plan, while others have different reasons as to why they have not updated their plan. And some tell me they think that estate planning is only for the super-wealthy.

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Arm Up Your 401K: The Executive Approach

Since their inception in the late 1970s, 401K plans have over-taken the traditional pension plan to become the cornerstone of most Americans’ retirement savings plans. In that time period, they have helped Americans save more than $4.7 trillion for retirement.[i]

However, in reality, many Americans can’t rely solely on their workplace 401K to generate decades of retirement income. The annual contribution limits on any single retirement savings vehicle are simply just too low to accommodate the anticipated retirement needs of high-income earners.

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Why Financial Planning for Corporate Executives is Just Plain Different

The corporate executive is a rare breed. As individuals, they are highly successful, detail-oriented, hold themselves to incredibly high standards, and are well compensated for their talents and tenacity. According to The Fidelity Millionaire Outlook Series, corporate executives represent the largest percentage of all millionaire households nationwide.

If you are a corporate executive, you understand the tight demands on your time, and how hard it is to stay as on top of your personal finances with the daily demands of your job. From a professional standpoint, your job structure and compensation package also presents unique challenges that other high-net worth individuals don’t encounter.

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Navigating Open Enrollment Options: Separating the Winners from the Losers

Fall is the time of year when many Americans are asked to make important decisions regarding their benefit plans for the upcoming year. Choosing a benefit plan is challenging from both a personal and financial perspective. On the one hand, it’s impossible to predict with any level of certainty which benefit plans you might need, but you also don’t want to shell out thousands of dollars for coverage that goes unused. Herein lies the challenge: weighing the risks and benefits of the options, then committing to the plan that fits best. Are you ready to select your family’s 2021 benefits? How will you even know what to look for? Here are some tips that may help you decide.  

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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