3 Ways to Teach Your Teenagers About Personal Finance
Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our family time together that we otherwise never would have had. …
Posts by Will Holt
Tax Loss Harvesting: A Silver Lining in Bear Markets
It takes a lot of discipline to stick to an investment strategy that calls for patience while stock prices are falling. The urge to do something, to take action, can be overpowering.…
Solving the Social Security Tax Bubble Mystery, Ep# 101
Are you in the Social Security tax bubble? Tax rules are complicated enough, and Social Security benefits during retirement years add another layer of complexity. Your Social Security income can…
7 Last-Minute Tax Season Tips for 2019
As the year comes to an end and you’re spending the holidays with family, tax season probably isn’t at the forefront of your mind. However, by taking a few moments…
Are You Taking Advantage of the Foreign Earned Income Exclusion?
Every year, millions of Americans work and earn income abroad. Some travel back and forth in between assignments while others choose to make a permanent move. Regardless of where you…
7 Tax Reform Opportunities and How to Spot Them, Ep #72
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes,…
When and How to Pay Your Taxes
Tax efficiency is an important part of building wealth over the long term. One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than…
Planning to Rollover Your 401k?
Have you ever had the pleasure of receiving an audit letter from the IRS? You walk back from your mailbox with the fearful nervousness that you may owe more in…
How to Choose Your Tax Withholding
At the beginning of every year it is a good idea for workers to update form W-4 Employee’s Withholding Allowance Certificate. The purpose of the form is to claim the…
How Tax Reform May Impact You, Ep #49
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.