Tax-loss harvesting is a strategic technique that savvy investors use to minimize their tax liabilities while optimizing their investment portfolios. By deliberately selling investments...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/31/2023
Investing $1,000 may not seem like a significant sum in the world of finance, but it can be a crucial step toward building wealth and achieving your financial goals. The key to successful...
Financial freedom is a dream for many, but it often remains elusive due to a lack of understanding about the different levels of financial independence and how to reach them. This...
Posted by Rosovich & Associates, Inc. on 09/30/2023
Payroll is an essential part of any business, and it can be a challenging task, especially when it comes to managing taxes. Many business owners need help with payroll management,...
One good thing about trading is that all you have to do to become a trader is get started. Many people trade as a hobby, while others trade full-time for a living, and some traders...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 10/16/2022
Vanguard's established exchange-traded funds and mutual funds have been a long mainstay in 401(k) plans, retirement plans, IRAs, and managed portfolios.But longevity isn't...
Posted by Rosovich & Associates, Inc. on 07/18/2022
Keeping old credit cards open can help improve your credit. However, if you don't use the card enough, the card issuer may cancel your account without your knowledge. If you want...
Suppose you intend to invest but are still confused about how and what to invest; fear not. The goal is to walk you through the top three investment ideas as beginners. Investment...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 07/09/2022
Settling an estate means paying the final tax bill. You can use the usual tax forms and Internal Revenue Service guidelines to file taxes on behalf of a deceased person, but it is...