Tax Loss Harvesting: Give Thanks And Slice Your Pie
Losing investments can offset realized profits as well as up to $3,000 in non-investment income each year.
Your Teen Working This Summer? Fund Their Roth IRA.
Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
Revisiting - Dividends: Evolve Beyond Yield
Revisiting the conundrum for income investors in today’s low-interest rate environment.
2020 - The Worst Year Ever… Really?
Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.
Closing Time for 2020
There are investing, tax planning, and retirement planning opportunities to be had before year-end.
Why worry or fight? Have the money talks without the walk.
How to have open discussions about finances for a healthy relationship.
To Convert or Not To Convert: Taxation Is The Question
Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.
Experience Your Spending
Use money as a tool, over time you’ve viewed as the sum of their experiences.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.
Be Proactive and Less Reactive
Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.
Why Dividend Growth Matters
Can a low dividend yield be more favorable over the long-term?