Key Points Introduction There are many financial advisors in Denver, Colorado, however, not all of them are created equal. When you start your search for a financial advisor, it’s important to know what to look out for so that you can find the right fit for your needs. In this article, we’ll go over the […]
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Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
Restricted Stock: The Top 10 Mistakes To Avoid On Your Tax Return
Key Points Introduction Tax returns get complicated when you’re paid in numerous different ways, such as from stock options, restricted stock, or an employee stock purchase plan (ESPP). For example, special reporting issues arise with restricted stock and restricted stock units (RSUs) that confuse even experienced accountants and financial advisors. Mistakes can be costly and can increase your risk […]
Valuable Stock Options Exercise Strategies To Consider
Valuable Stock Options Exercise Strategies To Consider
For Employee Stock Options… Be Patient or Lose Key Points Introduction Taoism tells us that mindfully strategic inaction, expressed in the concept of wu wei (which literally means “doing nothing” in Chinese), is often the most effective approach to the challenges of living. This concept always applies and is important to remember with employee stock options. Waiting as […]
How Mindfulness Can Help You Control Impulse Spending
How Mindfulness Can Help You Control Impulse Spending
By Blaine Thiederman MBA, CFP | 08/12/2022 Key Points Mindfulness, or the practice of being fully present in the moment and aware of your surroundings, might bring to mind a yoga class or a meditation app. But it can actually be applied to many aspects of your life, including your finances — and can be particularly helpful when it comes to how you spend money. Here’s our founder’s take on the importance of […]
74% of consumers are concerned about a recession: 5 steps you can take now to prepare
74% of consumers are concerned about a recession: 5 steps you can take now to prepare
Key Points If you turn on any news station that talks about the economy, you’re bound to hear at least one person mention the likelihood of a recession. If you haven’t thought about the risk of one, you’re in the minority. According to the University of Michigan, Consumer Sentiment (an economic indicator that measures how […]
The Top 10 Most Common Money Mistakes Millennials Make
The Top 10 Most Common Money Mistakes Millennials Make
Key Points Managing money can be a delicate balancing act. Planning for your future and enjoying the moment can feel diametrically opposed when it comes to finances. You’ve only got one life to live, so tickets for the latest concert, dinner out with friends and a new car in the here and now sometimes trump […]