You have gone through the arduous process of visiting colleges, buying bedding, and making the first tuition payment. But, before you get in the car to drop off your child at college, there is still one more task that needs to be completed – Estate documents.
Why do you really invest? Everyone likes to make investment gains but in reality investing should focus on keeping pace, or even outpacing, the inflation rate.
In this episode Evan Shorten and Elean Mendoza discuss a few important considerations to keep mind as you prepare to file your 2020 taxes.
With the end of the year approaching, it's time to take advantage of last minute tax strategies. In this episode we discuss tax-loss harvesting, a tax strategy where you sell assets at a loss in order to offset and reduce capital gains taxes.