Using Tax-Loss Harvesting to Help Minimize Taxes

For investors in taxable portfolios, capital-gains taxes are a fact of life. But it’s possible to limit the impact of…

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A Lucrative Social Security Strategy Is Ended

Over the past several years, an increasing number of Social Security recipients have used a lucrative strategy known as “file…

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Don’t Let Interest-Rate Fears Affect Real-Estate Decisions

If you are shopping for a new home, you may be nervous about the news that the Federal Reserve is…

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Despite Volatility, You’re In the Driver’s Seat

There’s no doubt that market volatility can be hard on investors’ nerves. For many of us, the highs and lows…

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Market Correction

As you no doubt are aware, the market has experienced significant volatility in recent days. We would like to provide…

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Getting Ready to Retire? Here’s Your Financial Checklist

Most of us know that patiently saving and investing our money is the key to retirement preparation. But having a…

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Navigating Through Bad News

If you’ve been reading the financial news, you know that all is not well overseas. Greece, mired in a debt…

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Estate Planning: An Act of Caring

Estate planning may sound like a legalistic, unpleasant chore—but at its core, planning your estate is all about taking care…

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Spring Cleaning Your Finances

Spring is the traditional time to clean and organize your home—but another great springtime habit is getting your finances in…

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Patience and Investing Success

“Successful investing,” Warren Buffett has said, “takes time, discipline and patience.” If only all investors heeded Buffett’s words. In reality,…

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