Tax Loss Harvesting is one way that you can take advantage of stock market declines to strategically give you a tax deduction. But, it should not be done by everyone. Here’s how to know if its right for you and its benefits:
College planning is much more than just funding a 529 plan and saving money for 15 years. This section of our college planning guide covers strategies available to help you save money in the late stages or “last minutes” of planning, roughly from the time the child is a sophomore in high school through college graduation.
In this post, we walk you through a few key steps that we think about with clients as we develop their charitable giving plan to maximize benefit for charity and yourself.
Regardless of your household income, planning for higher education can be burdensome.
For those who may not be able to (or desire to) fund a complete college education, the goal is to find the best “bang for your buck”. What can you do today to make your savings as valuable as possible for when it is needed later?
The student loan crisis is nothing new. For years, both borrowers and dollars have skyrocketed and brought our country to over 1.64 trillion dollars in student loan debt across 45
This post was updated on May 7, 2020. Welcome readers. Today we wanted to update one of our most popular posts on saving money at the grocery store. With the
Planning your retirement saving strategy is a comprehensive task, especially when it involves complex strategies like backdoor Roth IRA contributions. With so many channels to choose from and varying rules
This is a replay from Arnold and Mote Wealth Management that was recorded in March 2020 after the stock market decline during Covid-19 crisis.
We’re here for you. As your fiduciary, fee-only advisors, we are here to support and guide you through the financial impact of COVID-19. Browse and share our library of resources
Welcome back, readers. Today marks the end of our retirement community spotlight series and we are so grateful to leave you with a piece on Grand Living at Indian Creek.