Category: Investment Help
Let’s chat about the Alternative Minimum Tax. Sure, the rules governing taxes apply to all taxpayers. But we all know that in practice, taxes work a little bit differently for everyone. If you have a low income, you may qualify for more tax cre...
Saving is the cornerstone of financial security. Ask any financial advisor or simply the financially savvy person, and they’ll more ore less give the same advice: Save early and save often, and you’ll thank yourself later. That’s why you ne...
How should we start writing our last post of the decade about financial resolutions for 2020? Just like that, we guess! The 2010s have flown by, and we hope they’ve been good for you. We’re sure there have been ups and downs; we know our audit de...
If you’re gearing up to move next year, you’ve got some work cut out for you. And how to avoid capital gains is probably the last thing on your radar. First, you’ll need to: Determine your budget Save up for a down payment Decide on your “mus...
Autumn has arrived. It’s tax-loss harvesting season, y’all. The leaves are changing, the temperatures are dropping, and Thanksgiving is nearly here. Yes, by nearly all accounts, fall is well underway—and that means it’s time to start ...
First time investing in mutual funds? Congrats! That’s exciting stuff. You’ve officially joined the ranks of hundreds of thousands by taking part in a diversified, professionally managed investment vehicle. Of course, as with any new financial fo...
The stock market is being a real jerk right now. So what does it mean for investing and taxes? It really started on October 10. Over just a couple days, the Dow Jones Industrial Average fell around 1200 points. While the following week saw gains of a...
You may be spending the summer at your vacation home, or renting it out for part or the entirety of the season. No matter the case, how the IRS views your vacation residence depends on what it’s used for. And also how much you use it. We clear the ...
