Many of our clients work in the technology industry, so we're familiar with all different types of equity compensation plans. We've recently written about two popular forms of equity compensation plans: ESPP and RSUs (here and here). In this post, we are going to look at another popular form of equity compensation—the stock option plan. Specifically, Incentive stock options or... Read More
Previously, we’ve posted about the importance of giving health care costs and the plan decisions on the open market appropriate context when considering your ability to retire. Today, we want to discuss what may previously have been deemed a “too expensive” option: COBRA - because at least at Intel, it may no longer be the most expensive. Selecting an option for health insurance in retirement or during a gap in employment is always a concern for our... Read More
The new year kicks off a lot of exciting changes to the Intel benefits plan. We’ve written about changes to the 401k, Employee Stock Purchase Plan, and SERPLUS (to name a few). What we haven’t touched on yet is the change to Intel’s HSA provider. As a reminder, an HSA is a Health Savings Account and is offered to employees... Read More
At Cordant we have the opportunity to work with many current and former Intel employees. With this opportunity comes the responsibility of ensuring that their financial plans, planning strategies, and retirement assets are up to speed with the ever-changing employee and retirement benefits programs. This year, being no different, Intel has communicated changes that impact both current employees and qualified... Read More
If you’re contemplating retirement, there’s a lot to consider. You may be asking yourself, how do I create an income stream in retirement? Am I being smart with taxes? Is there anything I’m missing? If you happen to be a long-tenured Intel employee, there are factors unique to Intel that need to be considered in order to answer these questions.... Read More
At Cordant we have the opportunity to work with many current or former Intel employees. With this opportunity comes the responsibility of ensuring that their financial plans, planning strategies and retirement assets are up to speed with the ever-changing employee and retirement benefits programs. This year, being no different, Intel has communicated changes that impact both current employees and qualified... Read More
by Scott Gerlach, CFP I’m clueless when it comes to cars. I take the bus to work, MAX to the airport and pretty much avoid driving at all costs (thanks Uber!). And despite my best efforts, my life is still dependent on them. You can imagine my anxiety when it comes to dealing with mechanics. They might as well be... Read More
