It’s the time of year we start to think about what changes we’ll make in the new year. Maybe we have fitness goals, nutrition goals, or our happy place: financial goals. It’s never a bad time to work on getting your financial health in order. As you start to think...
The market has not been comforting in 2022. It can be panic-inducing to check your account balances and finances during a bear market, watch graphs of market movements, and compare percentages. You probably have heard phrases such as “stay the course,” and reminders...
Managing your investment portfolio well to minimize taxes can be a major part of your retirement and financial planning. Have you ever heard the phrase ‘tax loss harvesting’? The technique can help to maintain tax efficiency over time, especially as markets fluctuate....
Many things have shifted in the past 18 months – not the least of which is our financial footing and future plans. Some of those plans may include our primary residence – were we planning to sell our home and then the decision was changed as we were weathering more...
Regardless of circumstances, the loss of a loved one is crushing. And as the saying goes, the other certainty in life aside from death is: taxes. Not only taxes, but the mountains of paperwork often needed to go about re-structuring your finances after a spouse,...
