Personal financial planning for executives and entrepreneurs : the path to financial peace of mind / Michael J. Nathanson, Jeffrey T. Craig, Jennifer A. Geoghegan, Nadine Gordon Lee, Michael A. Haber, Max B. Haspel, Seth P. Hieken, Matthew C. Ilteris, D. Scott McDonald, Joseph A. Salvati, Stephen R. Stelljes.

Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional, but plausible, po...

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Bibliographic Details
Online Access: Full Text (via Springer)
Main Authors: Nathanson, Michael J. (Author), Craig, Jeffrey T. (Author), Geoghegan, Jennifer A. (Author), Lee, Nadine Gordon (Author), Haber, Michael A. (Author), Haspel, Max B. (Author), Hieken, Seth P. (Author), Ilteris, Matthew C. (Author), McDonald, D. Scott (Author), Salvati, Joseph A. (Author), Stelljes, Stephen R. (Author)
Format: eBook
Language:English
Published: Cham, Switzerland : Palgrave Macmillan, [2021]
Edition:2nd ed. 2021.
Subjects:
Table of Contents:
  • Chapter 1. The Story of David and Goliath, and Abby and Samson: A Journey with No Direction
  • Chapter 2. The Goals of Executive Financial Planning: Peace of Mind and the Five Pillars
  • Chapter 3. Understanding and Negotiating Executive Emplyment Agreements for Success
  • Chapter 4. The ABCs (and ESPPs, RSUs, SARs, ISOs, and NSOs) of Equity-Based Compensation
  • Chapter 5. The Story of David and Goliath, And Abby and Samson: The Aftermath
  • Chapter 6. Achieving Financial Independence: Goals-Based Planning
  • Chapter 7. Investment Planning in Five Steps
  • Chapter 8. Tax Planning and the Ten Commandments
  • Chapter 9. Estate Planning and Why It's Really So Important
  • Chapter 10. Planning for Philanthrophy and What It Can Do for Everyone
  • Chapter 11 Too Much of a Good Thing: Managing Concentrated Holdings
  • Chapter 12. Managing Some of Life's Great Risks Through Insurance
  • Chapter 13. Five-Pillared Planning for Exits and Other Liquidity Events
  • Chapter 14. Finding the Right Advisors
  • Chapter 15. The Alternative Story of Delilah, Redemption, and the Promised Land.