by nimda | Feb 2, 2020 | Individual Finance, individual Taxes
The term “tax harvesting” refers to using current investment holdings in a loss position to decrease the amount of income tax that you may have to pay. Tax harvesting can help reduce your income tax bill. Harvesting can be a good idea if you have been holding...
by nimda | Nov 1, 2019 | Individual Finance, Retirement
Often, my clients ask me about retirement. They want to know: How will taxes impact my retirement? How much do I need to retire? And most importantly—WHEN can I retire? When clients ask me these questions, I have even more questions in return. Optimizing taxes is...
by nimda | Oct 3, 2019 | Individual Finance, individual Taxes
It is never too early to think about your income taxes. In fact, the end of the year is the perfect time to be sure that you are taking advantage of tax savings. If you let the year closeout without this type of planning, you risk throwing away money that could be...
by nimda | Aug 7, 2019 | Individual Finance
As you may know, Equifax announced that it experienced a significant data breach in September 2017. You may be surprised to learn just how extensive the breach truly is—it has affected roughly 147 million people. That is about 49% of the United States population....
