How to Make Smart Investing and Tax Decisions at the Same Time

Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.

2022-04-08T16:01:18-04:00April 7, 2022|Categories: Wealth Management|Tags: , |

3 Retirement Planning Decisions You Can Make in Your 20s

As a financial planner, people in their 20s often ask me, "what types of accounts should I be opening to save for retirement?" or, "how do I start investing?". Here are some ideas for those looking to get started.

2022-03-03T15:50:30-05:00March 3, 2022|Categories: Wealth Management|Tags: , |

Forgivable Small Business Loans – How the $2 Trillion Stimulus Bill Can Help You

As business owners struggle with the effects of the coronavirus epidemic, Congress is on the precipice of enacting landmark legislation aimed at keeping the economy afloat over the next several months.

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