Best Financial Advisor in Chattanooga: Your Guide to Making the Right Choice
Finding the best financial advisor in Chattanooga can be a crucial step for you if you’re seeking to secure your financial future. Navigating the complex landscape of investments, retirement planning, and tax strategies requires professional guidance. You must understand the importance of choosing a financial advisor who is not only knowledgeable and experienced but also […]
Pitfalls of Holding Assets Jointly
How does adding children as joint tenants mess up estates? What is the difference between Community property states and other states? When do you not want to default to tenants in entirety when holding assets jointly? In this video we answer these questions AND MORE.
Give Yourself a Tax Break for Christmas
How to Plan for the 2025 Tax Increase
Reasons to NOT Roll your 401k into an IRA
A Great Opportunity for those Anticipating Large Capital Gains
An Opportunity to Help my Mother My mother has been filing taxes on her own over the last few years. Even with my step-father passing away in 2020, she did not have many issues filing taxes until this year. In 2021, we were able to defer six months of the gains in her portfolio […]
Year-End Selling Strikes Again
We only have a couple more weeks to profit from various Year-End Portfolio Strategies. Investors looking to improve their overall portfolio returns often turn to tax-loss harvesting as an end-of-the-year opportunity. This amounts to selling some stocks or assets that have fallen in value and using the losses to help offset capital gains tax liability, […]
U.S. Government Looking to Ban Individuals from Using the “Back Door”
Expect The Best, Prepare for The Worst
Preparing the Post-Election Portfolio
