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Do you make annual gifts to charities? If you like to make gifts to charities but don't always get the benefit of a tax deduction, you might consider a donor-advised

Taxes

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Should I Consider Doing A Roth Conversion?

Taxes are probably not getting any lower, and they aren't going away. So tax planning is becoming more and more important. Should you consider doing a Roth Conversion? Here are

by Rich Feight, CFP

Investing

Taxes

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Advanced Rebalancing

Most investors are aware of how to rebalance their portfolio. If not, they should be. But did you know that you can rebalance and tax plan at the same time?

3 Things to Consider for Tax Loss Harvesting

Tax-loss harvesting can lessen the pain of losses in taxable accounts. But you have to be careful. Here are 3 things to consider for tax-loss harvesting. What is Tax Loss Harvesting? According

Using Stock Market Losses To Lower Taxes

Are you afraid to sell your stocks for a loss? Do you think that if you sell a loser, the losses will be REAL? Don't let fear create your investment

by Rich Feight, CFP

Taxes

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Tax Planning in a Recession

Eventually, all bull markets come to an end. Bear markets are inevitable, just like recessions. And if your finances are organized when a recession or bear arrives, you'll be ready

Advanced Tax Deferral

Nobody likes to pay taxes, especially on your investments. If you know the in's and out's of the different types of investment accounts you can minimize your taxes. This is

by Rich Feight, CFP

Taxes

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4 New Taxes to Guard Against

Death and taxes are the only certainties in life. With the tax reductions of the Tax Cuts and Jobs Act of 2017, we need to be on the guard for

by Rich Feight, CFP

tax efficient giving with donor advised funds

Taxes

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Tax Efficient Giving with a Donor Advised Fund

November is a great time for gratitude. Especially when Thanksgiving is right around the corner. You can give thanks in many different ways, including time, talent, and treasure. But seeing

by Rich Feight, CFP

Taxes

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Tax Planning Tips for Retirees

The end of the year is the perfect time to start thinking about taxes, especially if you're retired. Here are my favorite 2 tax planning tips for retirees. Utilize Zero

by Rich Feight, CFP

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