Why you should be tax-loss harvesting
Tax losses can be constructive when it comes time to add up what you owe Uncle Sam. Especially when you’re in a high tax bracket and especially in years where you have gains that you’d like to offset. Losses need to be realized before the end of the year, December 31,...
What’s in the American Rescue Plan?
There’s a lot to unpack in the newly-passed, newly-signed American Rescue Plan bill. The goal is to help relieve the economic suffering caused by the COVID pandemic in various sectors. The bill makes unemployment benefits more generous, health insurance more...
Everything You Need to Know About RMD’s
As Ben Franklin said, “… [n]othing is certain but death and taxes.” Required Minimum Distributions (RMDs) are the method the IRS uses to ensure that you pay some taxes on your pretax retirement savings. They’re pretty straightforward, but there is a catch here and...
How Pent Up Demand Could Fuel Economic Recovery
With major league baseball’s spring training just around the corner, you may already be daydreaming about the smell of cut grass and roasted peanuts, hearing the crack of the bat and the roar of the crowd — just to feel normal again. If so, you are not alone — not...
Financial Independence for Women
Your road map to financial security. Women face many unique challenges when it comes to personal finance and investing. Physical and emotional - longevity, more subject to elder abuse, more likely to struggle after divorce or death of partner. Workplace – lower...
Smart Credit for Smart People
In the consumer economy, credit is pretty easy to obtain. That often leads to problems for those who don’t know how to use it wisely. At the other end of the spectrum, some people avoid using credit altogether. Smart people use smart credit strategies to maximize...
Financial Planning and Investing for Women
We've put together some ideas for women to get comfortable talking about financial planning and investing. Women face many unique challenges when it comes to personal finance and investing. One big challenge is that money is a taboo topic for women. By one estimate,...
How the Latest Relief Packages Affects AGI’s, RMD’s, Deductions
The U.S. Congress recently passed, and the President signed, the 5,593-page Consolidated Appropriations Act of 2021 relief package—and experts are still mulling over what the impact will be on ordinary citizens. There are stimulus checks, tax planning relief...
GameStop Gambling
GameStop: A David and Goliath story or a cautionary tale of feverish gambling? The GameStop David and Goliath story has given us a short break from 2020 doom and gloom. It’s a surprising story of how masses of small amateur investors managed to bid the share prices of...
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