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Should You Invest In A Second Home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a warm weather retreat in retirement to a house renovation and sale, ... -
Year-End Tax Loss Harvesting May Help Reduce Tax Liability
2022 has been a turbulent year for the markets. From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and recession, volatility has entered back ... -
New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
Tax Scams are on the Rise This Tax Season
The Internal Revenue Service has continued to warn taxpayers about the importance of avoiding the myriad of tax scams and schemes this tax season. According to the IRS, thousands of ... -
5 Wise Ways to Use Your Tax Refund
The Internal Revenue Service kicked off their tax season back on January 24th and expect more than 160 million tax returns to be filled this year with nearly 115 million ... -
Rebalancing After the Rally – Is it Time to Review Your Allocations?
Despite the global impacts of the pandemic, the U.S. stock market has seen a dramatic move upward since March of last year. While it is certainly encouraging for investors to ... -
IRA Strategies for Tax Season
Individual retirement accounts play a vital role in the retirement plans of many Americans. In fact, according to the latest figures from the Tax Policy Center, nearly 29 percent of ... -
Retirement Strategies to Address Higher Costs of Living
Retiring in a state with a higher cost of living isn’t easy. Elevated income tax and property rates, higher costs of living and excessive estate and inheritance tax rates are ... -
6 Mistakes to Avoid When Considering Divorce
For couples choosing to go their separate ways, divorce can be draining both emotionally and financially for all parties involved. While it may not make sense to stay in a ... -
Take Advantage of Tax-Loss Harvesting Opportunities in 2020
2020 has been a turbulent year for the markets and our economy. From concerns regarding the economic and social impacts from Covid-19 to fears over the upcoming election, volatility has ...
