2016 Year-End Financial Planning Basics

As we end the year, it’s time for some housekeeping tasks such as updating your beneficiary information for retirement accounts or other investment accounts. Plus, the window of opportunity for many tax-saving measures ends on December 31. There’s still time to affect your bottom line for the 20...
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Four year-end tax strategies to consider

It’s hard to believe we’re fast approaching the end of 2015, but it’s time to start thinking about the 2015 tax season. Here are four simple yet effective tax minimization strategies to consider before the end of the year: 1.     Harvest capital losses. While the recent market volatility h...
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The benefits of tax planning

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax- advantaged strategies when building your portfolio. You don’t want to pay any more in tax than you have to. That means taking advantage of every strategy, deduction, and credit that you are entitled ...
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