Managing Personal Finances During a Career Transition
Walmart is reducing roles and asking remote workers to relocate. This article offers tips on managing personal finances during a transition.
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Wal-Street: Personal Finance for Walmart Leaders
A personal finance blog aimed at helping Walmart leaders build wealth faster at Fortune 1.
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The TFP Newsletter:
Personal Finance
For Walmart Executives
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The TFP Newsletter: Personal Finance
For Walmart Executives
- Apr 12
Avoiding the Tax Underpayment Penalty
Here are 3 ways to manage your tax withholding and minimize any tax underpayment penalty.
- Apr 1
How a Walmart VP Reduced Taxes by $100K
In this quick case study, we will review how a high earning executive can reduce their annual tax bill by $100K.
- Mar 18
Do You Own Too Much Walmart Stock? 3 Things for Walmart Leaders to Consider
When evaluating your Walmart stock position, it is important to consider these 3 things: Exposure, Risks and Valuation
- Mar 6
You Know Your Walmart MIP Payout, Now What? 8 Things to Consider.
It's MIP Time for Walmart associates! Here are some key considerations to keep in mind as you think through best use for your MIP payout.
- Mar 4
Avoid Double Taxation on Walmart RSUs
Let's address a common and costly mistake that often leads to double taxation on RSUs and PSUs.
- Mar 1
3 Ways Personal Finances Change for Walmart Officers
This article discusses 3 ways personal finances change for Walmart officers and how to address them: Higher Taxes, Walmart DCMP and PSUs.
- Feb 15
3 Key Decisions for Your Walmart Deferred Compensation Matching Plan (DCMP)
The Walmart DCMP is a tax efficient tool for Walmart Sr. Directors and Officers to build wealth. Here are 3 Key decisions to consider.
- Feb 6
Is the Walmart Deferred Compensation Matching Plan Worth it for a Sr. Director?
In this article, we are looking at the case of Jeremy, a Sr. Director at Walmart. Does it make sense for Jeremy to contribute to the DCMP?
- Feb 1
Walmart's Equity Compensation: Yesterday and Today
In this article we explore the three primary types of Walmart Equity Compensation and tips to effectively manage each type.
- Jan 17
Tips on Tax Efficient Investing for Corporate Executives
In Part 2, we will continue discussing a major pain point for Corporate Executives: Taxes.
- Jan 15
Maximize the Value of Your Walmart 401(k) Plan
Walmart offers a robust 401(k) Plan with various account types, cost effective investment options and an employer match. In this article,...
- Jan 9
Timeless Investment Principles (Part 1): Investment Risk and Diversification
Wall Street and the Media project the idea that investing is complicated and requires professional expertise for success. This idea...
- Dec 29, 2023
What Does Wall Street's Crystal Ball Show for 2024?
In this article, let's explore 3 themes that are consistent across Wall Street 2024 outlooks and are relevant to your portfolios.
- Dec 19, 2023
5 Essential FAQs on the Walmart DCMP
The article discusses 5 common FAQs on the Walmart DCMP on Investment Strategy, Take-Home Pay, 5+1 Rule, 401k Match and the 3 DCMP accounts.
- Nov 10, 2023
A Walmart Deferred Compensation Matching Plan Case Study - Taxes and Retirement
This week, we are focusing on the Walmart Deferred Compensation Matching Plan (DCMP) and how it can be integrated into a financial plan.
- Nov 9, 2023
3 Top of Mind Investment Topics for Walmart Executives
This week let's discuss three Investment Topics worth following and how they may relate to Walmart Executives. The topics are: 1.) The...
- Nov 3, 2023
The Tax Savings Sales Pitch that Could Cost you More in Taxes
This week I want to discuss a Sales Pitch that high earning professionals are likely to hear - if not, it is only a matter of time.
- Nov 2, 2023
Walmart Benefits Annual Enrollment: How to Choose Disability, Life and Medical Insurance
Annual Enrollment for Walmart Associates is currently open until November 10th, 2023!
- Sep 29, 2023
Withdrawal Strategies for Corporate Executives - Minimize the Cost of Accessing Your Wealth
When you look at the balance of your IRA, 401(k) and Deferred Compensation Plan, it is NOT all YOUR money.
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