Key Points Introduction If you’re like most people, you probably don’t know a lot about exercising your incentive stock options (ISOs). Here are three things you need to know before you do a cashless exercise of your ISOs. What are Incentive Stock Options (ISOs)? Incentive stock options (ISOs) are a type of employee stock option […]
ISOs
The Top 10 Most Important Things to Know About Financial Advisors in Denver
The Top 10 Most Important Things to Know About Financial Advisors in Denver
Key Points Introduction Working with a financial advisor can be a great way to get your finances in order. But how do you know if an advisor is right for you? This article will help you understand the most important things to look for in a financial advisor so that you can make the best […]
Top 3 Tips For Finding The Right Financial Advisor in Denver, Colorado
Top 3 Tips For Finding The Right Financial Advisor in Denver, Colorado
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 […]
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 […]
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
5 Quick Tips to Remember When You Sell Shares To Raise Cash Quickly When Life Takes a Turn For the Worst
Key Points Introduction These are challenging times for everyone. Nearly every stock is low right now and layoffs are commonplace. What makes it worse is, that it’s possible we aren’t done with the worse of it all. For reasons beyond your control, you may find yourself in a position where you suddenly need to come […]