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Category: Tax

Tax

Tax Deductions, and Who Gets Them

August 13, 2025

OBBBA’s Deductions, And Who Gets Them The tax bill signed into law on July 4th (One Big Beautiful Bill Act, or OBBBA, or OB3, just to name a few) has followed through on some of the headlines we had been hearing about for months, mainly around the new deductions it …

Investing Tax

How does the 2025 Tax Bill Impact You?

July 23, 2025

On July 4th, a sweeping tax bill was made law, and many people are rightfully wondering what impact it will have on their specific tax ...

Tax

Tax Planning for Year-End

November 14, 2024

With the holidays rapidly approaching, this is the time of year when everyone’s favorite subject starts to come back into focus: tax planning! Year-end tax ...

Estate Planning financial planning Finding an Advisor

Estate Planning 101

August 5, 2024 financial planning

Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or ...

401(k)Employee Benefits financial planning

LIFE series: Leaving A Job

June 1, 2024 financial planning retirement

We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...

Investing Investment Strategy Tax

Tax Loss Harvesting – Why Your Losses Aren’t Really Lost

December 6, 2023

Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...

Estate Planning financial advisor financial advisor richmond

Mistakes Your Financial Advisor Can Prevent

August 4, 2023 financial advisor financial advisor richmond

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 ...