Charitable Giving
Jul 8, 2024
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.Tags: charlotte NC, financial advisor, financial advisor charlotte nc, Tax Advantages, Tax Deductions
Tax Planning for Income
May 15, 2024
You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income.Tags: Certified Financial Planner Charlotte NC, Family Wealth, financial advisor charlotte nc, Retirement Tax Savings, Tax Deductions, Tax Planning, taxes
Six Most Overlooked Tax Deductions
Feb 26, 2024
Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Are you one of them? Let’s take a quick look at the six most overlooked opportunities to manage your tax bill. (more…)
Tags: Financial Planning, Tax Deductions
Tax Planning for Income
Feb 21, 2024
You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income.
Tags: Tax Advantages, Tax Deductions, tax guide, Tax Planning, tax season guide
How Are My Investments Taxed?
Feb 7, 2024
It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are they taxed?Tags: Personal Finance, Tax Advantages, Tax Deductions, tax guide, Tax Planning, taxes
Income Tax Planning and 529 Plans
Jan 29, 2024
The income tax benefits offered by 529 plans make these plans attractive to parents (and others) who are saving for college or K-12 tuition. Qualified withdrawals from a 529 plan are tax free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan.Tags: Tax Advantages, Tax Deductions, taxes
Personal Deduction Planning
Jan 22, 2024
Taxes, like death, are inevitable. But why pay more than you have to? The trick to minimizing your federal income tax liability is to understand the rules and make the most of your tax planning opportunities. Personal deduction planning is one aspect of tax planning. Here, your goals are to use your deductions in the most efficient manner and take all deductions to which you’re entitled.Tags: Tax Advantages, Tax Deductions, tax guide, taxes
Choosing an Income Tax Filing Status
Sep 18, 2023
Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to know the advantages and disadvantages of each. Making the right decision about your filing status can save money and prevent problems with the IRS down the road.
Tags: Personal Finance, Retirement Tax Savings, Tax Advantages, Tax Deductions, tax guide, Tax Planning, tax season guide, taxes
Tax-Loss Harvesting
Sep 16, 2022
At one point or another, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you could recognize investments with a loss and practice “tax-loss harvesting.” (more…)
Tags: financial advisor charlotte nc, Financial Help, Investment Planning, Personal Finance, Tax Advantages, Tax Deductions, Tax Planning
Tax & Estate Strategies for Married LGBTQ+ Couples
Jun 4, 2021
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. (more…)
Tags: Tax Advantages, Tax Deductions, tax guide, Tax Planning, tax season guide, taxes
More Insights
Jul 15, 2024
The S&P 500 strung together 37 record highs this year aboard an 18.1% rally, as of July 10. The advance has largely been powered by a handful of mega cap names tied to technology and/or artificial intelligence. In fact, six stocks — NVIDIA (NVDA), Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Meta (META), and Alphabet (GOOG/L) … Continue reading “Market Performance is a Tale of Haves & Have-Nots”
Jul 12, 2024
Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.
Jul 10, 2024
You can prepare for the transition years in advance. In doing so, you may be better equipped to manage anything unexpected that may come your way.
Jul 8, 2024
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes.
Jul 5, 2024
How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of retirement expense. Each year, Fidelity Investments presents an analysis of retiree health care costs. In 2023, Fidelity projected that the average 65-year-old couple would … Continue reading “Retirement Wellness”
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