Category: Financial Planning

Tax Loss Harvesting: The Basics

After my wife and I submitted our income taxes for 2017, we sat down and uncorked a bottle of Roc’h Avel Clos De L’elu. Our taxes were a little more complex this past year, and it was definitely a good excuse to relax, and indulge in a deliciously crisp glass of wine (or two). Even […]

The Equifax Breach — And Your Data

As most of you are aware, Equifax recently announced that a data breach occurred in which as many as 143 million U.S consumers may have been affected. Given that the US population in 2016 totaled approximately 323 million people, it’s almost a flip of the coin that your personal data (such as your social security […]

Presidential Candidates and Tax Reform Policies

The soap opera of the 58th quadrennial U.S. presidential election is nearing an end (I hope), and on November 8th we will be casting our votes for the next commander and chief. Though this election cycle has been somewhat entertaining, I’ll spare adding to the drama and try to add a little substance to your […]