Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Determine whether you should consider refinancing your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Estimate the future value of your current savings.