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Have you heard of tax-loss harvesting? It happens when investors take advantage of losses by reporting them on their income tax. This can help offset gains from other investments. Depending on the situation, the loss may be able to be applied to future years as well.
For anyone navigating the current housing market, understanding strategies to manage a 7% mortgage is crucial. This article explores different options for those desiring a housing change. Read on to find solutions and insights tailored to your unique situation.
Are you wondering how the 2025 Tax Bill might impact your retirement? This article walks through the new tax breaks and discusses changes related to retirement and what they might mean for your future planning. Dive in to find out how you might navigate the changes.
This article explores factors influencing housing affordability, the impact of current economic conditions, and future prospects. Readers will discover insights into decision-making for first-time real estate purchases and strategic approaches to homeownership.
Understanding the "OBBB" We keep an eye out for rules and regulations that could impact you and your family. In President Trump’s "One Big Beautiful Bill," signed into law on July 4th, there is a significant shift in U.S. fiscal policy. Understanding the provisions is crucial for making informed financial decisions both now and for […]
You may not follow every headline about trade policy, but you can’t miss the ripple effect when a week’s worth of groceries suddenly costs $20 more. Here’s why those checkout‑line surprises matter to both your pantry and your portfolio. From Cargo Ship to Shopping Cart: How Tariffs Travel When the U.S. or its trading partners […]
Soon we will celebrate our nation’s independence. It’s a good time to reflect on financial freedom and wisdom to help guide a lifetime of investing. Consider these tips on what not to do with your hard-earned money! These principles help guide long-term victory.
During market volatility, people question how it shapes their future. Explore the realities of fluctuations and uncover strategies that can turn negatives into opportunities. Understand resilience and balance, and why volatility doesn't have to mean failure.
Discover the role and benefits of internal audits, as well as the many different types. They may help you assess whether your business processes are efficient and compliant. They can also uncover insights into improving organizational health for long-term success.
Are you wondering if your investment portfolio is still aligned with your goals? This article explores how market shifts and personal circumstances may signal it's time for a review. Questions around two key principles for managing portfolios are addressed.