What does a Biden presidency mean for the economy and investing?
The recent election has some people elated and others in the depths of despair. While…
SFSJanuary 29, 2021
Year-End Tax Planning
Harvest losses now to help your next tax returnIf you have investments that have gained…
SFSDecember 10, 2020
Supersized Retirement Savings
If you want to supersize your retirement savings for early retirement or help you make…
SFSDecember 10, 2020
The Pendulum Swings
There is a giant pendulum that swings ever so slowly. When it gets to one…
SFSOctober 5, 2020
A Neglected Tax-Saving Strategy: Qualified Charitable Distributions
There are two types of people who complain about paying taxes, men and women. We…
SFSFebruary 13, 2020
Year-End Tax Strategies
We are closing in on the holiday season. Before you slip into the holiday mode,…
SFSDecember 9, 2019
Tax Scams Oh My!
The tax season is upon us, and there is no shortage of nefarious individuals looking…
SFSFebruary 14, 2019
Tax Law Changes
The first significant tax reform in over three decades was put into action for 2018.…
SFSFebruary 14, 2019
Preparing 2018 Taxes
Tax reporting documentsWhile you may be anxious to get your taxes done, you can avoid…
SFSFebruary 14, 2019