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Category Archive for "tax planner"

Financial Things You Should Start and Stop Doing Right Now

Jan 27 2023

February 7, 2023 When it comes to managing your financial life, it’s easy to get caught up in the day-to-day and lose…

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 2

Jul 16 2022

  June 15, 2022 (Part 2) This blog and the previous one discussed how to manage long-term capital gains taxes.  If you…

Options for Deferring, Managing, or Avoiding Capital Gains Taxes – Part 1

Jul 16 2022

June 15, 2022 (Part 1) When you sell an investment for more than you paid for it, the difference is called a…

Why the Average Investor Underperforms the Market

Jun 16 2022

June 15, 2022 Why the Average Investor Underperforms the Market Annually, various organizations release studies that show that average investors underperform the…

Misconceptions Busted on How Financial Planners Get Paid

May 05 2022

May 4, 2022 Two common misconceptions need to be cleared up before you can even start to understand how financial planners are…

Hold Your Assets in the Right Place – Investments in Retirement v Non-retirement Accounts

Apr 07 2022

April 7, 2022 Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of…

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