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By March, many local residents are either finishing their taxes or already breathing a small sigh of relief after filing. While tax season often feels like the finish line, it can actually be one of the most useful starting points for better financial decisions in the months ahead. The numbers on a tax return tell a story. They show how income is structured, where money is … [Read more...] about After you file: Smart money moves for the rest of the year
Finances
Is this a good year for tax-loss harvesting?
Thanks to market swings, evolving tax laws and new technology, it may be a good year to consider tax-loss harvesting – a strategy that can help reduce taxes and improve long-term returns. What is tax-loss harvesting? When you sell an investment for less than you paid, you may be able to use that loss to offset gains from other investments, potentially reducing your overall … [Read more...] about Is this a good year for tax-loss harvesting?
Start the new year with peace of mind
By Ron Bird Financial Concepts A new year always brings a sense of possibility. We promise ourselves we’ll get organized, simplify our lives, and take better control of our finances. Yet one of the most important steps toward true peace of mind is often the one we postpone the longest: estate planning. As a financial advisor, I see estate planning as a natural extension … [Read more...] about Start the new year with peace of mind
What the Big, Beautiful Bill means for your taxes and your portfolio
By RON BIRD Financial Concepts Every so often, something comes out of Washington that really does make us stop and say, “Okay, this could actually change a few things.” The recently passed One Big, Beautiful Bill Act is one of those rare pieces of legislation that could have a direct impact on your tax situation and by extension, your investment portfolio. I’ve been … [Read more...] about What the Big, Beautiful Bill means for your taxes and your portfolio