Capital gains exposure can add up if you’re not careful. The best way to avoid them is to be mindful of where you’re vulnerable when you’re building your portfolio. Capital Gains Taxes – What they are, and how they happen Internal capital gains are an increase in the value of an investment that makes […]
Important Deadlines to Know for Your Retirement Plan
If you want to maximize the benefits of your retirement plan, it’s important to note the deadlines that go along with them. Not all retirement plans should be, or can be, set up at the same time. And if you want the tax benefits of your plan, there is a cutoff date to apply your […]
Open Enrollment 2019: What to Watch For
Once September rolls around, it’s time again to prepare for open enrollment season. It’s important to review your company benefits every year to make sure they still align with your needs and life changes. Since your employer will likely be in contact with you soon about open enrollment 2019, don’t forget to review these features: […]
Medicare Taxes for High-Income Earners
Medicare offers additional medical coverage for eligible Americans who are (mostly) 65 or older. It’s paid for by taxes, and higher income-earners face some additional taxes for Medicare services. You know that Medicare costs come out of your paychecks, but did you know your investments are also affected? Earnings above certain thresholds get taxed […]
What the New Hampshire Budget Stall Means for the State
This summer, New Hampshire Governor Chris Sununu vetoed the budget that Democrats passed in the legislature. No one has come to an agreement yet, and it may be another month or so before they do. That’s because this continuing resolution goes until September 30th, and hopefully a decision will be finalized after the House and […]
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