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 […]
2017 – An Economic Review
2017 was marked by some record-breaking highs, shocking news stories and trends that will impact your year ahead. Here is an economic review of the past year and how those events will play a role in 2018: Markets at an All Time High Back in January, the Dow Jones industrial average broke 20,000 for […]
5 Ways to Decrease your Tax Bill
Spring is a long way off, but you can still get a jump on your taxes. Here are 5 ways you can decrease your tax bill next April: Increase 401(k)/403(b) Contributions to Decrease Your Tax Bill Contribute to your 401(k) or 403(b) account by the end of the year. That’s going to reduce your income, […]
How to Avoid a Large Tax Bill
A large tax bill can be a minor annoyance or a huge financial burden, depending on your situation. Regardless, there are ways to cut down on the amount you’ll pay at tax time. The more prepared you are throughout the year, the better you’ll fare when you’re filing: Check Withholdings to Adjust Your […]
Prepare for a Successful Second Quarter
March is here, and that means the first quarter of the year is almost over. This is the ideal time to check in with your goals, work on your taxes and prepare for the second quarter. Here are some ways to wrap up the first quarter confidently, and prepare for a strong second quarter: […]