Stock Option Mistakes When You Leave Your Employer

posted on November 15th 2016 in LA/OC CFP Team Posts with 0 Comments

Stock Option Mistakes When You Leave Your Employer

Back in the 1980s, it seemed only Fortune 500 executives received stock options.   Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants.   When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]

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Eric’s Story: Can You Relate?

posted on June 11th 2014 in Your Career with 0 Comments

Operating as a sole proprietor works well in many industries, but it may not be ideal for financial planners. Lacking the support of a team, most advisors who are solopreneurs hit the wall at some point and must decide between two options if they wish to get to the next level: building up their own […]

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Choosing a Professional Financial Advisor

posted on February 10th 2014 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

By Christopher Van Slyke Working with a professional financial advisor can be key to achieving your goals for the future, but it can also derail your plans—if you’re not working with the right person. There’s no one-size-fits-all recipe for choosing an advisor, but there’s some important due diligence you should undertake before making a decision. […]

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