Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

What is on Deck For Your 2017 Taxes?

January 9, 2017 -

The skinny on dividend and capital gains taxes, IRA and 401(k) contribution limits, and more.


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5 Pitfalls to Avoid During Mutual Fund Capital Gain Distribution Season

September 30, 2016 -

Unwanted distributions will be here before you know it—navigate them wisely


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Dos and Don’ts for Mutual Fund Capital Gains

September 24, 2015 -

Selling pre-emptively may make sense on a few occasions, but not usually.


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Re-Thinking Capital Loss Harvesting

October 22, 2014 -

Focus on capital gains rates


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1031 Exchange

Defer capital gains on business or investment property


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Annuities

Strategies for income in retirement


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