June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes. If you did not read the first one, this would
June 15, 2022 (Part 1) When you sell an investment for more than you paid for it, the difference is called a capital gain. If the investment was held for
By Jessica Lanning, JD, CFP® July 5, 2022 There’s a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon asked if he is
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