EVOacademy
Category: Tax
Estate Planning 101
Estate planning can be a difficult topic to discuss. After all, weāre dealing with what happens to your money after you have passed away or become incapacitated. But estate planning plays a crucial role in every personās financial plan and can have a big impact for the next generations.
LIFE series: Leaving A Job
We recently covered the life event of getting a new job. Now weāre turning our attention to the moment when employment terminates. There are happy ...
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Tax Loss Harvesting – Why Your Losses Aren’t Really Lost
Why your losses arenāt lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...
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Mistakes Your Financial Advisor Can Prevent
Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent ...
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Investing in Art Using MasterworksĀ® – is it Worth the Hype?
Investing in Art, Can Art be an Investment? Investing in Art ā MasterworksĀ® carves up the masterpieces Investing in art has long been seen as ...
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What the heck is an SREC?
Thinking about āgoing solarā at your house?Ā We finally did at our home and couldnāt be happier.Ā Weāve been generating our own power since June ...
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To Shred or Not to Shred?
How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us what to do with years ...
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The Five-Year Rule on Roth IRA Withdrawals
You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there are three five-year rules to ...
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Episode 27 – Startup Co-Founders Talk Tech and Taxes
This week weāre joined by Kevin Lozer, CFPĀ® and Roger Pine, CFA, CFPĀ® to chat about leaving a thriving career to begin a startup.
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