How to Plan for the 2025 Tax Increase
Why Stocks Are Growing Expensive Relative to Bonds
Time to Refill the Barn?
What to do in an Inflationary Recession?
Living Life Pura Vida
Social Security Offices Are Misleading Retirees
Last month I had a client ask me about a social security strategy that is going away on April 30th of this year. They wanted to explore the possibility of using the file and suspend strategy. In this case both spouses were 63 years of age. Of course, this issue is confusing because the file and […]
But I’ve Only Owned it a Month!
They are one of the worst aspects of owning mutual funds. Capital gains taxes on funds are charged typically in December, regardless of how long you’ve owned the fund or how much you’ve made over time. Funds might sell appreciated securities for a variety of reasons. Perhaps a stock hit management’s sell target–even in a […]
