Feb 4, 2021 | Financial Planning, Taxes
After a year of so much uncertainty and isolation for many, we can vow to focus on our physical health and our mental health as we head into 2021. Having a good financial plan in place will help you create peace around the issue of money and that can translate...
Dec 3, 2020 | Financial Planning, Taxes
As we are quickly approaching the end of the year, I find myself reflecting on the many things I am thankful for. Family, friends, health, and the ability to do meaningful work for wonderful clients to help them create peace around the issue of money are top of mind....
Sep 17, 2020 | Financial Planning, Taxes
Congratulations! You made it to retirement, but saving money in different types of investment accounts is only half of the battle. The other half is how do you get your hard-earned assets back to you in a tax efficient manner? There are a number of retirement...
Oct 24, 2019 | Financial Planning, Taxes
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...