Posts by Rob Cordeau, CFP®
Harvesting Gains and Losses (No Prior Farming Experience Needed)
Anyone with a taxable investment account should be thinking about gain/loss harvesting.
Read MoreCharitable Planning – Leveraging Those Gains
The IRS encourages charitable giving by classifying donations to qualified charities as tax-deductible. As a result, it’s possible to “do good, while doing well.”
Read MoreHow Can You Protect Yourself from Identity Theft and Data Breaches?
Data breaches are a constant concern in our modern society. As the latest in a long string of data breaches, Equifax recently announced they were the target of a cyberattack in which the sensitive information of nearly half of all Americans was compromised. You can follow this link to see if you’re one of the 143…
Read MoreWhat’s Really Going to Happen When Social Security Runs Out of Money
One of the hottest topics in retirement income planning over the past several years has been how to help individuals strategize on their Social Security claiming decisions.
Read MoreA Tax on Giving – Understanding the Rules of the Gift Tax
Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for another article. But if you understand the gift…
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