Blog : Taxes

Tax Loss Harvesting: How to Find a Silver Lining in Declining Markets

Certified Financial Planner CFP Retirement Advice Retirement Planning Taxes What is Asset Management? November 30, 2022 Author: Woody Derricks

Tax Loss Harvesting: How to Find a Silver Lining in Declining Markets When the stock market is experiencing a rough patch, it’s easy to feel negative about your investments. In reality, you’re getting some great opportunities. One opportunity is buying stocks on sale if you continue regularly putting money in the market. Another is the chance to turn […]

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Tax and Financial Planning Year-End Tips

Certified Financial Planner Financial Advice RIA Tax Planning Taxes Wealth Management December 23, 2019 Author: Deborah Doyle

  Tax and Financial Planning Year-End Tips With the end of the 2019 quickly approaching, the clock is ticking even louder on certain financial moves you may need to make before the end of the year. There are several tax strategies that may be worth exploring to save those extra tax dollars. Here are some […]

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Where Your Tax Refund Should Go

Financial Planning Tax Planning Taxes March 30, 2017 Author: Woody Derricks

While it may be tempting to spend your tax refund on a weekend getaway, there could be better ways to utilize that extra cash. You could start an emergency fund, pay off a credit card, or even donate to your favorite charitable cause. Before you decide where the money will go, consider the following ideas […]

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Jointly or Separately: How Should Married Same-Sex Couples File Taxes?

Financial Planning for same-sex couples Gay Friendly Financial Advisor Annapolis Tax Planning Taxes February 28, 2017 Author: Woody Derricks

With tax filing just around the corner, many new same-sex couples are asking whether or not they should take advantage of simplified joint filing or file separately, as they did before marriage. While it may seem easier, filing jointly could actually result in higher taxes! It’s best to examine your circumstances and then consult a […]

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