Has My Financial Advisor Turned into a Farmer? What is Tax-Loss Harvesting?
What is Tax-Loss Harvesting? Tax-loss harvesting is when an investment is sold at a loss to help reduce your tax…
Stay Ahead This Tax Season: Maximizing Deductions with 2025 Tax Law Updates
As we approach the April 15th tax filing deadline and put a close to the 2024 tax year, there are…
Beyond the Ballot: The 2024 Election’s Impact on Your Investments
2024’s massive election year, in which over 70 countries are holding elections, is coming to a head for us as…
Into the Sunset: How the Expiring TCJA Provisions May Affect Your Financial Plan
The Tax Cuts & Jobs Act (TCJA), passed by former President Trump at the end of 2017, was the first…
Insights from Nicolette & Josh, CFPs® and Enrolled Agents
Welcome to Numbers and Nuances: Making the Tax Code Simpler, your go-to source for insightful articles and short-form content updates…
How to Stay Safe With Online Payment Tools
Online scams are growing increasingly prevalent, and they continue to get smarter. I remember a family friend who fell victim…
2022 Year In Review
To say that 2022 was a challenging year for the markets would be an understatement. The stock markets saw big…
Student Loans – Loan Forgiveness & Other Benefits
For those struggling to repay student loans, President Biden’s announcement in August 2022 that a portion of federal loans could…
Preparing Taxes
We have all likely heard Ben Franklin’s quote about there being only two certain things in life: death and taxes.…
Why Investing is More Difficult Than Just Choosing the “Right” Securities
Investing can seem to be a simple concept – buy when the market is low and sell when it’s high…
529 Accounts: The Ins and Outs of Qualified Expenses
As you may know, 529 accounts are a great savings vehicle for many individuals to save money for education. The…