Tax Strategies for Investors at Year-End Dec 1, 2022The overall stock market has been down during 2022 but there have been some bright... read more
Act Fast! Save 2018 Taxes on Your Investments Dec 18, 2018Do you have investments outside of tax-advantaged retirement plans? If so, you might... read more
Investment Tax Planning Just Got More Complex… Sep 25, 2018For investors, fall is a good time to review year-to-date gains and losses. Not only can... read more
Details to Keep in Mind When Selling Investments Jun 13, 2017The tax consequences of the sale of an investment, as well as your net return, can be... read more
How to get fiscally fit in 2014 – Guestblog: Lori Siegel, CFP Jan 22, 2014Each year, Americans start off January making resolutions, and many individuals focus on... read more