Tax-loss Harvesting (or tax-loss selling) is a way to help eliminate gains from stocks you may have sold during the tax year. This benefit is for taxable accounts; generally it does not apply to IRAs or 401ks. If you have an investment that has lost money during the year, then you can sell it at…
Most Americans trace the history of the traditional Thanksgiving holiday to the 1621 harvest feast between English colonists (pilgrims) and the Wampanoag people. The Pilgrims contributed fowl (possibly turkey, but more likely geese or ducks) while the Wampanoag people brought venison to the feast, which may have also included fish, vegetables, and beer. Although these…
As this year draws to a close, you may be looking closely at your accounts and considering your options in order to start 2019 in the best possible light. Whether you are searching for tax breaks, investment opportunities, or other financial benefits, a careful review of all your options is crucial. One such…