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 Option Agreement will vary from company to company. When stock …

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. Check out our breakdown of the differences between the two …

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) ramifications (ISOs only) Want more? Listen to the “Taxes Matter!” …

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. Here are five of the most important things to ask …

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 with TriVant Custom Portfolio Group to deliver a series of …

You Sold Your Home and Made a Huge Profit…Now What?

You did it, the hard part is over. After all of the open houses, home repairs and negotiations you have finally sold your home, congratulations! Unfortunately the work doesn’t stop now that escrow has closed. Keeping in touch with those closest to you, performing some due diligence and exercising strategic wealth management throughout the post-sale process can save you time …

What it’s REALLY like living in San Diego

It’s not all sunsets and surfers here in Southern California. (Okay, sometimes it definitely is.) Three years ago, I decided to leave my life in Boston, MA  and move across the country to sunny San Diego. Although the two cities couldn’t be more different in many ways, I truly love my life here on the West Coast. I was lucky enough to …

What $500,000 Buys You in 10 Different Cities

Buying a home is arguably one of the biggest decisions you will make in your lifetime and deciding where to live is equally as important. Finding a balance between your dream home and the reality of your financial situation can be unsettling but there are a number of things you can do to achieve a compromise. Aside from mapping out …

Two Quick Ways Realtors Can Use Psychology to Close Their Next Sale

The real estate industry continues to make modest gains after recovering from the housing bubble that started in 2006 and ultimately hit record lows in 2012. In February the National Association of Realtors® reported that existing-home sales are up 4.7 percent in comparison to last year. Additionally, President Obama is working to make it easier for first-time homebuyers to get …

Three Unique Ways to Invest in Real Estate That You May Not Know

The U.S. housing and commercial real estate markets are on a slow upward trajectory and it is clear that the economy has climbed out of the giant hole left by the 2007 Great Recession. One of the most staggering statistics from this unsettled time was reported by FiveThirtyEight.com and it provides a sense of just how far the market fell. …