Mark Fonville, CFP®8 minHow Tax-Loss Harvesting WorksTax loss harvesting is a strategy used by investors to reduce their tax liability by selling investments that have declined in value and rea
W. Scott Hurt, CFP®, CPA5 minHow Are Popular Retirement Income Vehicles Taxed?Let's review how common retirement income vehicles are taxed and what you can do to prepare.
Mark Fonville, CFP®6 minYou Received A $1 Million Inheritance, What Should You Do With It?Here are some ideas of what you can do to set yourself up for the future with your new inheritance.
Mark Fonville, CFP®5 minThe Pros and Cons of Waiting To Retire In A Down MarketToday, we'll review the pros and cons of retiring "on time" even if it's a down market.