10 End-of-Year Tax Planning Tips
The last few weeks of the year can offer some final opportunities to shape your tax outlook—not just for this year, but for years to come. December shouldn’t be a scramble—it should be intentional. This is the moment you can align your financial picture with year-end deadlines, market condi …
Proactive Tax Planning Starts with Goals
Tax planning can be key to helping you achieve your financial goals. But it can’t happen in isolation. I believe the smartest approach is to align your tax strategy with your overall financial objectives—whether you’re aiming for early retirement, building a legacy for your fami …
Strategies to Help Finish the Tax Season Strong
Like gardening or working out, tax planning is one of those activities where you get out what you put in. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed …
How to Leverage Tax-Advantaged Accounts in 2023
Kevin Oleszewski, CFP®, MST, EA, Senior Wealth Planner As you’re setting your new year’s goals, one that should top everyone’s list is increasing your savings. After all, we’ve recently seen inflation at work, reminding us that even everyday essentials can bust budg …
Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.