Category: Financial Advice
In this Podcast, I discuss a strategy to diversify a single stock and lower your income tax in a taxable investment account.
This…
In this Podcast, we compare three investments referred in the financial media as assets that hold their value in uncertain times. It…
In this podcast, we discuss several tax traps to be aware of. These traps are just a few planning issues to consider when planning to…
Beginning of the year can be a perfect time to review this tip.
Have you considered changing the timing of your IRS required minimum…
The year-end is a good time to consider changes to your investment portfolio including tax planning for this year and into the…
Planning for Nevada Residency includes minimizing the likelihood of a California Residency Tax Audit. Are you and owner of a California based…
Donations to your favorite charitable organization and giving can be tax efficient too. Best planning includes maximizing income tax…
Mutual funds have been a standard part of many investors since their inception in the 1970’s. They provide diversification and professional…
The new law was enacted on December 23, 2022, and is known as part two of a law enacted in 2018 – the SECURE Act (Setting Every Community Up for…
Long-term tax and wealth protection includes starting a tax savings plan as early as possible. A longer time horizon provides greater accumulated…