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Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

Five Most Overlooked Tax Deductions

February 24, 2023
Gregory S. Aagaard, CFP®, CEPA®
Maximize your refund by uncovering deductions most Americans forget to claim.
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What is Tax-loss Harvesting?

What is Tax-loss Harvesting?

What is Tax-loss Harvesting?

February 24, 2023
William S. West, BFA™, CFP®
Discover how careful timing of investment sales can reduce taxes while keeping your portfolio intact.
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

January 19, 2023
Scott A. Brown, MBA, BFA™
Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.
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TIPS for Inflation

TIPS for Inflation

TIPS for Inflation

February 24, 2023
William S. West, BFA™, CFP®
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Mortgages in Retirement

Mortgages in Retirement

Mortgages in Retirement

January 22, 2023
Melissa A. Imbrogno, CFP®
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind.
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The Sequence of Returns

The Sequence of Returns

The Sequence of Returns

January 22, 2023
William S. West, BFA™, CFP®
The phrase describes the yearly variation in an investment portfolio’s rate of return. But what kind of impact do these deviations from the average return have on a portfolio’s final value?
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