Protecting Your Executive Income in the Event of a Disability

Bruce L. Carrow, CFP®, CLU®, ChFC®, AEP®, CAP® |
Wealth Planning
Worried couple

 Planning for this potential risk is critical for corporate executives.  As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury. When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.

Read More...


Retirement Saving Strategies for Corporate Executives

Peggy Moran, CFP®, CAP®, ChFC® |
Wealth Planning
Retirement-Savings-Strategies-NC.jpg

Explore how a ‘backdoor’ Roth IRA or Health Savings Account may help you save more for retirement.  If your income is too high to make direct Roth IRA contributions, converting a traditional IRA to a Roth may be a viable option. Health Savings Accounts may offer a tax saving opportunity, as contributions are tax deductible

Read More...


Benefits of a Blind Trust for Executive Diversification

Ronald Logue, CPA, CTFA |
Wealth Planning
Blind-Trust-NC.jpg

Corporate executives and insiders who own millions of shares in their companies can achieve diversification within regulatory guidelines. A blind trust enables an insider to give a trustee the sole responsibility to decide on the timing of sales of company stock, without participation by, or knowledge of, the insider. It allows insiders to achieve investment diversification

Read More...