Year End Checklist

As the end of another year is right around the corner, we would like to take this opportunity to remind you of several strategies to help you save money and keep your financial house in order. Maxing out your employer sponsored retirement plan? The maximum...

Tax Loss Harvesting

It might seem counterintuitive but owning an investment with a loss can be beneficial – at least from a tax perspective.  To illustrate, consider the mentality of car ownership for those of us who aren’t “car people.”  That is, we don’t care much about make, model, or...