Jon Peyton - C-Suite Planning™ - Executive & Entrepreneur Specialized Planning Firm

Part 2: The Secrets of Restricted Stock

In part 1 of our two part series we explored, at a high level, the differences between the stock option plans, incentive stock options, and non-qualified stock options. We discussed some of the reasons why companies issue them and the...

March 18, 2022

How Does Divorce Impact a Special Needs Family?

Divorce Financial Planning Special Needs Financial Planning

How Does Divorce Impact a Special Needs Family?

Divorce is a scary endeavor filled with emotions, memories, and potentially a lot of fighting over how to split years worth of “stuff”. However, divorcing with a special needs child is an entirely different level of emotion, fear, and fighting....

March 11, 2022

Which Special Needs Trust Is Right For You?

Special Needs Financial Planning

Which Special Needs Trust Is Right For You?

If you have ever planned for an important event in the future like a birthday, vacation, or wedding, then you know there are plenty of things that can go right, and plenty that can go wrong. For everything that can...

March 4, 2022

Executive Financial Planning

Part 1: The Secrets of Stock

Climbing the corporate ladder can be a rewarding, challenging, and amazing feeling. While there will certainly be a few extra headaches from the additional responsibilities, there are also a few extra compensation benefits. Whether you are a part of a...

February 25, 2022

Divorce: To Fight or Not To Fight… Your Wallet Wants To Know!

Divorce Financial Planning

Divorce: To Fight or Not To Fight… Your Wallet Wants To Know!

I am sure when William Shakespeare wrote “To be or not to be” in the immortalized ‘Hamlet’ he never thought how profound that question would become. More importantly, how it would be adapted to different situations throughout time. In the...

February 18, 2022

Special Needs Financial Planning

The Basics of Special Needs Trusts

When we think about planning for the future, we usually think about what we are going to have for dinner, or what we are going to do this weekend. In some cases, certain individuals think about where they are going...

February 11, 2022

What’s The Right Question Your Planner Should Ask You?

Executive Financial Planning

What’s The Right Question Your Planner Should Ask You?

Too often I have spoken with investors who want to understand how their portfolios are allocated, how they are performing, if they should make any adjustments, and how they are doing amongst their peers. Now while each of these points...

February 4, 2022

Divorce Financial Planning

Divorce: 3 Ways To Get Screwed

It it silly to think that had the marriage lasted the “hot and heavy” aggression would have been kept behind closed doors instead of feeling like you’re getting screwed during the divorce. Now that the separation papers are filed you...

January 28, 2022

Special Needs Financial Planning

Special Needs Team: Who’s On Your Team?

Special Needs planning can be an intense process that requires the coordination of multiple individuals to work together. In many cases the ‘Special Needs Team’ is considered to be family, friends, the special needs counselor, and maybe one, or two,...

January 21, 2022

To Pay or Not to Pay For a Financial Plan?

Executive Financial Planning Special Needs Financial Planning

To Pay or Not to Pay For a Financial Plan?

I used to work for a couple of the “big box” investment firms, where one was touted for their investment research and trading capabilities while the other for their dedication to being everything to everyone in their niche market. At...

January 14, 2022