tax loss harvesting Archives - Thinking Beyond Numbers

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

Using Stock Market Losses To Lower Taxes

Tax Planning in a Recession

Advanced Tax Deferral