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Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists

Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists
Now is the time to take a good look at your taxable brokerage accounts to consider tax loss harvesting strategies for your portfolios.  Effective tax loss harvesting can help avoid capital gains taxes that will be due next year on April 15th.  Every investment portfolio has unrealized gains and losses.  The key to effective tax…
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How to Invest Retirement Portfolio with Upcoming Presidential Election?

How to Invest Retirement Portfolio with Upcoming Presidential Election?
Investors are asking, how should I invest my retirement portfolio with the upcoming Presidential Election?  This is the time many investors can become seduced into the notion of “beating the market”, or reaping “windfall profits” from moves in certain sectors and/or stocks in the securities market.  Unfortunately, market pundits supported by academic research would have…
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Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties
The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also known as the Defending Public Safety Employees’ Retirement Act, became effective December 31, 2015. The new tax law expanded the exemption for many federal public safety employees to include federal law enforcement officers, customs and border protection officers, federal firefighters, and air traffic…
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A Financial Plan Annual Review Can Help You Stay on Course

A Financial Plan Annual Review Can Help You Stay on Course
Another year has come and gone.  It’s hard for some individuals to not feel a sense of regret as time keeps marching by and there always seems to be so much to do, to keep up, to keep from falling behind, to accomplish the goals we want for ourselves and our families.  I just had…
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