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MACY*S

Building your wealth at Macy*s

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 Macy*s stock? Is this different while I’m working vs. retired? 

WHAT YOU NEED TO KNOW

Building Your Wealth at Macy*s - Top 10 Money Moves in 2020

Read and download this resource here.

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Have You Accepted a Severance Package?

Read and download this resource here.

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Contact us to schedule a no-obligation 30-minute phone or video consultation with one of our advisors.