News & Insights

How do ETF taxes work?

Ever since their arrival in 1993, exchange-traded funds (ETFs) have been growing in popularity. They exploded in popularity after the recession in 2008. This is because ETFs are an excellent means for enhancing portfolios and generating wealth. However, taxes on ETFs can be a little confusing. It is important to spend some time learning how […]

2020 taxes in review and some important changes to note

The end of the year is right around the corner. While the filing deadline for 2020 taxes is April 15, 2021, the end of 2020 is a great time to be thinking about them. You can prepare your taxes now and make sure you have your finances in order. And, you will be able to […]

How to receive a charitable tax giving deduction at the end of the year

Contributing finances to a charitable organization is good for several reasons. Primarily, it is good for the local community and the rest of the world in that your contributions help make positive things happen. Secondly, it is good for you in that the contributions you make are considered tax deductible. Contributing to charitable taxes at […]

Seven steps for preparing for the end of the tax season

The end of the tax season is right around the corner. Many people are thinking about how to prepare to make sure they do not incur any penalties and are looking for ways to get the most tax advantages possible. Preparing for the end of tax season should not be a last-minute scramble you make […]

How taxes work with disability income insurance

If you have ever lost the ability to work due to a disabling condition before reaching retirement age, you may be eligible to receive disability income from your disability insurance.

What is tax-loss harvesting and why do you need it?

There are rules when it comes to tax-loss harvesting. As long as you follow them you will be within legal rights to lower your tax liability. We're sharing tips to reduce your tax burden.