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, 2023•0 min read
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, 2023•0 min read
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, 2023•2 min read
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, 2023•3 min read
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, 2023•4 min read
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, 2023•2 min read
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, 2024•0 min read
The Business Cycle
How will you weather the ups and downs of the business cycle? ...more
Money ,Video
January 01, 2024•0 min read
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money? ...more
Lifestyle ,Video
January 01, 2024•0 min read
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, 2024•0 min read
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, 2024•0 min read
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, 2024•0 min read
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My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.
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