As the year is quickly coming to an end, you may want to consider these 11 tax tips before December 31st.

Rebalance Your Portfolio/Harvest Losses

If this year’s record-setting gains in the stock market have thrown your investment portfolio out of alignment, now is a good time to review your asse...

Unless you‘ve been living under a rock, you are very aware that prices for many products and services have gone up this year. Some have gone up dramatically! In fact, inflation as measured by CPI is at its highest level in around 30 years. The Fed wants us to believe that inflation pressures are “...

There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.

One of the proposals Congress is considering sets the top rate for taxing capital gains at 25%, up from 20% under current law. Another woul...

 Knowing how every dollar can be used is a great start to Financial Planning. And to make it super simple, there are really only 4 ways to use money:

1. SPEND Cautiously. Whether it's keeping your lights on and phone connected, putting food on the table for your family, paying for all 6 of those v
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The old saying goes, "the market climbs a wall of worry." When it comes to financial markets, there's almost always something to worry about. However, one thing that has the potential to make market volatility worse is the fear of the unknown. At this point in our financial climate, there are a nu...