by cortneyh | Apr 15, 2024 | 401K, Financial Advisor, Retirement, Taxes
READ TIME: 9 MIN What’s better than knowing you’re doing a good job saving for retirement? 401(k) employer-sponsored retirement savings plans can be key when saving for your retirement. The name 401K comes from the section of the Internal Revenue Code the...
by cortneyh | Dec 12, 2023 | Financial Advisor, Taxes
READ TIME: 3 MIN What is Tax-Loss Harvesting? Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can...
by cortneyh | May 11, 2022 | Taxes
READ TIME: 4 MIN I know you just filed your tax return and the last thing you want to think about is next year’s taxes but making a few changes now can make filing next year’s tax return much easier, more organized, and less time consuming. I am going to share...
by cortneyh | Nov 24, 2020 | Taxes
TAX READ TIME: 4 MIN By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns.1 And they all made decisions about deductions and credits – whether they realized it. When you take the time to learn more about how it works, you...
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