The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.