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  3. May 2017

May 2017

RSUs vs. NQSOs: Financial Planning Tips for Expat Executives at Multinationals

Submitted by Creveling & Creveling Private Wealth Advisory on May 26th, 2017

By Peggy Creveling, CFA, and Chad Creveling, CFA

Expatriate executives working for multinational corporations frequently receive part of their compensation in the form of long-term incentive (LTI) awards linked to their employer’s stock. Often, the expat executive has a choice of receiving restricted stock units (RSUs), nonqualified stock options (NQSOs), or a combination of the two.

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Expat Financial Advice: Eight Questions to Ask Before Buying Life Insurance

Submitted by Creveling & Creveling Private Wealth Advisory on May 17th, 2017

By Chad Creveling, CFA, and Peggy Creveling, CFA

Many expatriates require some form of life insurance, especially those with either family members or other financial obligations that could outlive them. However, sorting through the countless options to determine the best policy for your situation can be time-consuming, and calculating the correct amount of insurance to purchase can be tricky. Insurance is a complex product, and many people don’t fully understand what they are buying or even if what they bought really meets their needs.

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