Key Points Introduction Making the decision to retire is a big one. But once you’ve decided that you want to retire (someday), there are a few things you need to do to make sure you’re on the right track. One of the most important things you can do is to start planning for retirement in […]
short-term goals
Best Wealth Management Firms in Denver
Best Wealth Management Firms in Denver
Key Points Introduction Wealth management is a process that helps individuals and families understand and plan for their financial future. It includes goal setting, asset allocation, estate planning, budgeting, tax planning, personal CFO services, and more. There are many wealth management firms in Denver, so how do you know which one is right for you? […]
Top 3 things to know before a Cashless Exercise of Incentive Stock Options
Top 3 things to know before a Cashless Exercise of Incentive Stock Options
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 […]
4 Vital Areas You May Not Know A Financial Planner Can Help Small Business Owners
4 Vital Areas You May Not Know A Financial Planner Can Help Small Business Owners
Key Points Introduction Starting a small business is a risky proposition – there’s no guarantee that your product or service will be successful, and if it isn’t, you could find yourself in serious financial trouble. That’s why it’s so important for small business owners to have a solid financial plan in place before they get […]
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 […]