Your First Financial Plan in Your 30s
While far from it, turning 30 is often portrayed as the beginning of the end. Sure, things begin to get…
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…