As we head into in the holiday season, let’s take a quick look at end-of-year tax considerations and strategies to help you maximize returns and minimize your tax bill. Sell losing investments to Continue Reading
Tax Code Changes in 2018
Quick Glance: Interest on HELOCs (Home Equity Lines of Credit) is not deductible anymore unless used to improve the home With new mortgages, interest is deductible only on first $750K of home Continue Reading
Disciplined Investing: Minimize Loss & Maximize Returns
As you might have noticed, markets took a plunge last week and piled on more this week, which makes it a good time to explore what it means to practice disciplined investing, and why sticking to your Continue Reading
Evaluating the “4 Percent Rule” in Light of the Current Bond Market
We all want a secure financial future. We want to know that our retirement funds are invested well, and that they will provide for a comfortable life throughout the duration of our retirement. This Continue Reading
