The rise of Bitcoin and other cryptocurrencies has captivated the financial world in recent years. Bitcoin, in particular, has seen remarkable surges in value, attracting both seasoned...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 11/30/2023
Capital gains are an important part of investing, as they offer an opportunity for wealth accumulation beyond simple dividends. Understanding how to acquire capital gains requires...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 08/31/2023
We usually leave tax planning until it is the last minute. When you open your to-do list for that day, there it is, the item you've been ignoring for weeks. It says, "Finish...
Posted by Rosovich & Associates, Inc. on 05/27/2022
Some years, Congress changed the rules facing investors. In other years, the economy has the final say in rethinking the best investment plans. At the same time, the personal situation...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 08/06/2021
There are currently over 1,600 different cryptocurrencies in the world. However, Bitcoin is the most popular cryptocurrency at the moment, with approximately 32 million Bitcoin wallets...
Posted by Elliot Kravitz, ATP on 06/18/2021
An annuity is a contract that exists between you and an insurance company to cover specific objectives, such as lifetime income, principal protection, legacy planning or care cost...
Posted by Elliot Kravitz, ATP on 07/25/2019
