December 11, 2020
Giving financial support to those in difficult situations can make a huge difference during a time of national crisis. I was recently featured in Purchase College "2020 Impact Report" and although I didn't quite make "the news," my...
November 20, 2020
If you read my first two posts, you learned about potentially avoiding taxable gains from mutual funds and tax loss harvesting. The third strategy is making charitable gift and contributions to 529 plans; which must be done before the...
November 18, 2020
If you looked at your email Monday morning, you learned about the first strategy to potentially avoid paying taxes on capital gains from mutual funds. A second strategy to potentially pursue is tax loss harvesting. If your advisor or...
