Are Capital Gains Taxes Changing?

Reach out if you have any concerns about capital gains taxes. Provided by Jaimin Garabedian There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes. One of the proposals Congress is considering sets the top rate for taxing capital gains…

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Proposed Tax Changes in Congress

If passed, the $3.5 trillion Build Back Better Act would alter some federal tax rates. Investors are watching the Build Back Better Act. This $3.5 trillion bill, refined through months-long negotiations, may be approaching a final vote in the House of Representatives. If the BBA becomes law, it would finance large-scale infrastructure projects, authorize a…

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Building A Health Financial Foundation

How many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean?  When your financial “house is in order,” it means it is built on a solid foundation. It means that you have six fundamental “pillars” in…

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Before You Claim Social Security

A few things you may want to think about before filing for benefits. Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional. How long do you think you will live? If you have a family history that suggests you…

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GameStop + memes = tulips?

Did you hear GameStop went viral? Here’s a quick guide to the market frenzy you’re seeing in the headlines. Buckle up, it’s a little complicated. What is GameStop and why does everyone care? GameStop is a brick-and-mortar video game chain that hit hard times in the pandemic. Like many distressed companies, it was targeted by…

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Estate Planning After A Second Marriage

 Special considerations for a complex situation. Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs? If you have not planned your estate yet, take inventory. Spend…

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