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With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that…

Investing in your child or grandchild’s future education is one of the greatest gifts you can give—a gift that will last a lifetime and can help open doors to opportunities…

This time of year, clients often ask questions about contributing to their individual retirement accounts (IRAs) since the deadline is coming soon. IRA Contributions Deadline The deadline to contribute to…

Another year is almost in the books, which means now is a good time to make sure your financial situation is in order prior to ringing in the New Year….

Many of my clients are women over 50 who choose to travel solo for various reasons. I recently spoke with several clients that are starting to book their 2022 trips…

In October of this year, it was announced that Social Security benefit payments would see a 5.9% increase in 2022, after a year of higher-than-expected inflation. This is the largest…

The new tax proposal is taking shape, yet we don’t expect to know the final details until later this year. The proposal’s package of tax changes is in the early…

We’re writing to you today to provide insight into the upcoming potential that the Federal Reserve is going to begin tapering (tightening its monetary policy) as early as November of…

First, let’s review short-term vs long-term capital gains, then I’ll discuss how to sell appreciated assets without paying federal income tax. Please note that Capital Advantage is neither an attorney…