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Blog

Linda Migliazzo | Jan 31, 2023

Reconciling Your Losses in a Tough Market Through Tax-Loss Harvesting

Tax Loss Harvesting
Taxes
2023 Taxes
Financial Planning
It has been a tumultuous year for the investing community, with interest rate hikes, rumors of a looming recession on the horizon, and a seemingly continuous
Read More
Linda Migliazzo | Jan 31, 2023

Why Caregivers Should Care About Estate Planning

Caregiver
Healthcare
estate plannning
More than half of Americans don't have a will, even though most agree that wills are a good idea. For caregivers, planning ahead for their unexpected death is
Read More
Linda Migliazzo | Jan 31, 2023

Nothing Says Love on Valentine's Day Like a Spousal IRA

IRA
Retirment
Valentines Day
Looking for ways to save "I love you" on Valentine's Day? Then you may want to consider opening a spousal individual retirement account (IRA). This gift says,
Read More
Linda Migliazzo | Jan 31, 2023

Tax Consequences of Business Formation

Taxes
Small Business
2023 Taxes
Business Owner
When starting a business, you must consider a number of factors. One very important factor is taxation. Although business tax planning is a complicated area
Read More
Linda Migliazzo | Jan 31, 2023

How to Budget Your Time and Spend It Wisely

Time Management
Your time is important. For some people, time is as important as money. While most people are concerned about spending their money wisely, few consider spending
Read More
Linda Migliazzo | Jan 4, 2023

Why Is Home Buying a Key Personal Investment?

It is considered a truism that owning a home is a better financial option than renting. After all, the logic goes, why should you pay your landlord’s mortgage
Read More
Linda Migliazzo | Jan 4, 2023

Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

2023 Taxes
Tax Planning
Taxes
Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need
Read More
Linda Migliazzo | Jan 4, 2023

Picking a Financial Professional in the New Year

New Years Resolutions
Financial Professional
Financial Goals
Many financially successful people are comparison shoppers. If you’re one, you may pore over ratings in consumer magazines, read websites for reviews and
Read More
Linda Migliazzo | Jan 4, 2023

A Path to Setting and Reaching Your 2023 Goals

Financial Goals
Retirement/Financial Independence Planning
New Years Resolutions
Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year of
Read More
Linda Migliazzo | Dec 9, 2022

Advanced Tax Planning Ideas: Tax Loss Harvesting & Ways to Quantify the Benefits

Tax Loss Harvesting
Taxes
2023 Taxes

When you lose money on certain investments, you can typically claim the loss against other investments, and in some cases, you may even be able to claim all or

Read More
Linda Migliazzo | Dec 9, 2022

QCDs: Donating and Gift Giving Through Your IRA

A qualified charitable distribution, or QCD, allows you to distribute funds from your IRA to an eligible charity (a 501(c)(3) organization) as long as you’re 70

Read More
Linda Migliazzo | Dec 9, 2022

Social Security Gets a Massive 8.7% Raise, But…

Social Security
Retirement

In October of 2022, the Social Security Administration announced that Social Security and Supplemental Security Income (SSI) benefits for more than 70 million

Read More

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Recent Blog Posts

Reconciling Your Losses in a Tough Market Through Tax-Loss Harvesting

Linda Migliazzo | Jan 31, 2023
Categories
Tax Loss Harvesting
Taxes
2023 Taxes
Financial Planning

Why Caregivers Should Care About Estate Planning

Linda Migliazzo | Jan 31, 2023
Categories
Caregiver
Healthcare
estate plannning

Nothing Says Love on Valentine's Day Like a Spousal IRA

Linda Migliazzo | Jan 31, 2023
Categories
IRA
Retirment
Valentines Day

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