WHAT ARE YOUR GOALS?
"I am so busy with my career and family life that I have no time to focus on my finances, let alone understand the details of how all of my company plans work. I know that my personal finances are critical to my future, but I don’t know where to start."
Do you know the answers to these important questions?
- What can I do now with my compensation and benefits plans to ensure I will have enough to live comfortably in retirement?
- When is the best time to exercise my stock options?
- How much of my overall net worth should I have in Coca-Cola stock? Is this different while I’m working vs. retired?