Another Tax Season is Upon Us

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...

Harvesting Tax Losses In This Season

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....

Retirement Income Planning: Let’s Be Tax Efficient!

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...

Controlling What We Can in Unusual Times

Mar 20, 2020 | Taxes

This is an unusual time and our thoughts and prayers go out to those of you most impacted by the COVID-19 pandemic. We are monitoring your investments and we continue to keep our eye on the ball when it comes to your financial plan. Tax planning is an area that we...

2020: What Documents Do I Need To Keep?

Feb 20, 2020 | Taxes

As we enter the season of document gathering for tax preparation followed by spring cleaning, its hard to know what to keep and what to let go of. Below is a list to help you with these decisions:

Tax Loss Harvesting

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...