You Should Understand Capital Gains Tax!
Understanding capital gains taxes is essential and can help with end of year tax planning ideas. Whether you're selling stocks, real...
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Timely Thoughts and ideas
- Jul 1
What is a Fee-Only (No Commission) Financial Planner
When it comes to managing your finances, finding the right financial planner is crucial. Not only do you want someone trustworthy and...
- May 27
How to Handle Net Investment Income Tax
As a financial planner, I occasionally get asked about the Net Investment Income Tax (NIIT), how it works and more importantly how to...
- Apr 30
Tax Advantages of Qualified Charitable Distributions
As a financial planner, I have seen many people who are passionate about giving back to their communities and supporting charitable...
- Jan 21
Goodies In The Secure Act 2.0
The SECURE Act 2.0, passed in the final days of 2022, and made big changes to retirement planning. After taking a look at some of the...
- Dec 17, 2022
Updated Retirement Plan Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high...
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