Tax loss harvesting sounds like something you might do in the garden during the fall. But it’s actually an advanced tax strategy that uses investment losses to reduce your taxes…
Tag: Goal Planning
Every year around the holiday season, it’s easy to get busy and put your finances on the back burner. However, that period as the year comes to a close is…
To save means to set aside, keep, reserve, conserve, or stockpile. National Savings Day (October 12th) was created to drive awareness about the importance of saving. To quote Warren Buffett,…
Pro·cras·ti·na·tion (prəˌkrastəˈnāSH(ə)n) – the action of delaying or postponing something. We’re all familiar with procrastination; whether it’s a particular household chore or those financial tasks we all know we should…
Summer activities start wrapping up, vacation season winds down, and school will soon be back in session. If you’re like most people, you probably put managing your finances on hiatus…
Do you ever dream of moving to a remote town (or island) for a life with less chaos and fewer distractions? There’s a lot to be said for living a…
No matter what time of year it is, it’s always a good time to dream about a vacation; especially a warm sunny place during the winter or a cool breezy…
An estimated 79% of Americans have access to a 401(k) plan as part of their employee benefits package and are able to save and invest in a tax efficient way…
It’s a new year and we all have a busy life. So why not start the year off right by getting your financial information organized and in order? Managing your…
No matter how much we plan, life has a way of surprising us anyway. The car needs a new battery. Your washing machine stops working. We know things like this…