Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and
others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on
your financial efforts.

Articles

What’s My 2024 Tax Bracket?

Every Year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation. Below is the IRS's latest adjustments for the 2024 tax year-including tax brackets and standard ded... ...more

Tax

December 31, 20230 min read

What’s My 2024 Tax Bracket?

Capital Gains Tax When Selling Your Home

When you sell your home, you may be liable for capital gains tax if it has appreciated in value over your ownership period. ...more

Tax

December 31, 20230 min read

Capital Gains Tax When Selling Your Home

Counteracting Capital Gains with Tax-Loss Harvesting

Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. ...more

Tax

December 31, 20232 min read

Counteracting Capital Gains with Tax-Loss Harvesting

Tax & Estate Strategies for Married LGBTQ+ Couples

The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. ...more

Tax

December 31, 20233 min read

Tax & Estate Strategies for Married LGBTQ+ Couples

Filing Final Tax Returns for the Deceased

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. ...more

Tax

December 31, 20234 min read

Filing Final Tax Returns for the Deceased

Tax Rules When Selling Your Home

How the gains from the sale of a primary residence are taxed has changed in recent years. ...more

Tax

December 31, 20232 min read

Tax Rules When Selling Your Home

Videos

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications. ...more

Video

January 01, 20240 min read

To Buy or Not to Buy

The Business Cycle

How will you weather the ups and downs of the business cycle? ...more

Money ,Video

January 01, 20240 min read

The Business Cycle

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money? ...more

Lifestyle ,Video

January 01, 20240 min read

The Real Cost of a Vacation Home

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst? ...more

Video

January 01, 20240 min read

Bursting the Bubble

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does. ...more

Video

January 01, 20240 min read

The Fed and How It Got That Way

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation. ...more

Video

January 01, 20240 min read

It May Be Time for a Financial Checkup

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