Year-End Tax Planning: Effective Strategies to Optimize Your Taxes
As the year winds down, it’s the perfect time to take a closer look at your financial picture. Taxes play… Read more »
James Insights: Education
Education
Understanding Capital Gains and Losses
Managing your portfolio effectively means understanding how capital gains and losses strategies impact your financial goals. Whether you’re investing for… Read more »
Inheritance
Inheriting assets can be overwhelming, and many people make mistakes because they are unsure of what to do. Whether you… Read more »
Pensions
Over the years we have assisted many clients with countless financial questions. Our experience has exposed us to a wide… Read more »
What Is The TSP?
This is the first article in a series about the TSP, or the Thrift Savings Plan. Essentially it is a… Read more »
TSP Investments
Thank you for continuing our three-part Thrift Savings Plan series. Part one summarized how you and the government put money… Read more »
TSP Distributions
Thank you for reading the final article in our three part series all about the Thrift Savings Plan. In this… Read more »
Inflation
Although we saw slightly better-than-expected inflation numbers this month, it looks like higher inflation will stick around for a while… Read more »
Strategies for Retirement Distributions
Including Times of Volatility! You have made it to the finish line. You saved for years and now you’re ready… Read more »
Medicare Plans
There is so much information about Medicare out there, the following information should help to clarify. First let’s look at… Read more »
Social Security Funding
Myth 1: When Social Security runs out of money I will not get my benefits at all. There’s some good… Read more »
Volatility, Now What?
We have been hearing about inflation for some time, but now the media is starting to mention stagflation. This is… Read more »
