Planning/preparing for retirement has many similar steps that you might take if you were planning a home improvement project or an extended vacation. Let’s look first at the home improvement project. The likely first step would be to determine the ultimate goal….an addition to a home, a bathroom remodel, or a kitchen upgrade. Once that […]

Year End Financial Checklist

Stock that was sold for a profit can result in capital gains tax. Look over your portfolio and check if you own stock that has lost value… can offset the capital gain with a capital loss. If you own a small business and are having a prosperous year, consider purchasing a new business vehicle, equipment,

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