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As Anticipated, Interest Rates Rise

As Anticipated, Interest Rates Rise

The Federal Reserve’s latest policy move corresponds to market expectations. Wednesday, the Federal Reserve raised its key interest rate by 0.25%. That decision surprised no one – at least no one in the financial markets. Hours before the announcement, the CME Group’s FedWatch Tool, which calculates the chance of interest

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What You Need to Know About Inheriting Property

Over the next 4 decades, Baby Boomers will inherit $27 trillion in wealth, with a big portion of that trillion coming from family real estate. Yes, that’s TRILLION with a T! Would you know what to do if you suddenly inherited property? Circumstances surrounding your inheritance may not be ideal,

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Should You Pay Off Your Home Before You Retire?

Before you make any extra mortgage payments, consider some factors. Should you own your home free and clear before you retire? At first glance, the answer would seem to be “absolutely, if at all possible.” Retiring with less debt … isn’t that a good thing? Why not make a few

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What to expect during escrow

What to expect during escrow

What to expect during escrow Your guide to escrow success! Congrats, you’ve made it to the finish line of the home-buying process! The buyer, seller, and any other necessary parties have come to a settlement. You’re officially in escrow – but now what? You should know that escrow doesn’t happen

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Your Financial To-Do List

Your Financial To-Do List 8 Essentials to consider yearly Managing your finances can be an overwhelming task, but is critical when it comes to maintaining your financial health.  As your life evolves, so does the extent to which you need to keep track of your financial health. In an effort to

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The Anatomy of a Grant Sheet

The Anatomy of a Grant Sheet

Stock Options Explained Canter Wealth is teaming up with TriVant Custom Portfolio Group to deliver a series of informative documents and  blog posts to lay out the fundamentals of stock option agreements and how best to take advantage of them! Download the full webinar here Here, we dissect the Grant Sheet. An

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NQO versus ISO

NQO versus ISO

Stock Options Explained What kind of stock option are you being offered and how does that have an effect on your taxes? It is likely you are confronted with a Non-Qualified Stock Option (NQO) if you are an employee or an incentive stock option (ISO) if you are an executive.

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Don’t Get Caught in a Tax Trap

Don't Get Caught in a Tax Trap

Stock Options Explained Whether you hold non-qualified stock options (NQOs) or incentive stock options (ISOs), BEWARE! There are unfavorable outcomes caused by one or both of the following: The stock price goes down after your stock options are exercised (NQOs and ISOs) You do not consider Alternative Minimum Tax (AMT)

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Stock Options Explained: 5 Questions to Ask Your Employer

Stock Options Explained: 5 Questions to Ask Your Employer

5 Questions To Ask Your Employer About Your Stock Options Plan 
Our best advice when deciphering your stock options plan? Go straight to the source! In order to make an informed decision about your options, you need to go into a meeting with your employer armed with the right questions.

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Stock Options Glossary of Terms to Know

Stock Options Glossary of Terms to Know

Introducing the “Stock Options Explained” Series… Download the full webinar here Employee stock options can be complicated and confusing but it is so important to understand what you are being offered, and what comes with agreeing to their terms. Over the next couple of months Canter Wealth is teaming up

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