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Top 5 Financial Planning Challenges for High-Income Earners (Video)

Top 5 Financial Planning Challenges for High-Income Earners (Video)

Sep 1, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning

By Kevin Boutwell, CFP®, CIMA® Just because you earn good money doesn’t mean you’re good at managing it. As a high-income earner, you face unique challenges; and as financial planners and investment advisors, it’s our goal to provide strategies to help you...
Can You Use Tax-Loss Harvesting to Lower Your  Tax Bill?

Can You Use Tax-Loss Harvesting to Lower Your Tax Bill?

Jul 13, 2022 | All, Blogs/Articles, Tax Planning

By Mike Collopy, CFP®, CIMA®  Many investors have found themselves taking some serious losses because of the volatility in the stock market these last two years. If you are lucky (or savvy) enough to have realized capital  gains, you now have to worry about the money...
3 Ways to Utilize Roth Strategies

3 Ways to Utilize Roth Strategies

Jul 13, 2022 | All, Blogs/Articles, Financial Planning, Tax Planning

By Mike Collopy, CFP®, CIMA® When it comes to retirement savings, tax implications often drive our decisions. Should you contribute to a traditional IRA, Roth IRA, 401(k), 403(b), or 457 plan? There’s so much information out there that it can be hard to know which...
4 Tips to Minimize Your Capital Gains Taxes

4 Tips to Minimize Your Capital Gains Taxes

May 20, 2022 | All, Blogs/Articles, Tax Planning

By Mike Collopy, CFP® Making gains on your investments is a positive sign that the markets are working in your favor. Unfortunately, cashing in on your appreciated assets means you will also have to pay some taxes on your gains. Taxes are not avoidable, but...

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