Using Tax-Loss Harvesting to Minimize Capital Gains Taxes
So far, in 2023, investors are enduring a bit of a roller coaster ride, with stocks producing gains through mid-year and sliding into losses toward yearend. While stock market downturns are inevitable, there’s no way […]
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10 Benefits of Dollar Cost Averaging
Concerns about volatility and competing demands for your money can make investing challenging. Dollar cost averaging (DCA) is an investment strategy where you invest a fixed amount of money at regular intervals, regardless of the […]
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Your Final Gift: A Checklist for End-of-Life Planning
Peace of mind is a final gift you can give your loved ones—affording them the knowledge of your end-of-life wishes. Creating a plan for your loved ones when you die is an essential part of […]
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5 Tips for Choosing the Right Health Insurance Plan During Open Enrollment (Medicare)
The complex Medicare landscape makes enrollment a daunting process. There are so many options to consider, each with its own medical and financial implications. Whether you’re new, or reassessing a current plan, the Open Enrollment […]
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Case Studies: Real-Life, Pre-Retirement Debt Payoff Success
Managing debt as we near retirement is a great way to free up cash flow and offer peace of mind. It’s a relief to know your investments and assets have increased financial security as you […]
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The Key to a Fulfilling Retirement: It’s All About Connection
In 1938, an ambitious project began at Harvard University. Researchers aimed to answer a straightforward yet elusive question: What truly brings happiness in life? Their study spanned an impressive 85 years, collecting insights from 724 […]
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