What Is Tax Loss Harvesting?

What Is Tax Loss Harvesting?

When life gives you lemons, make lemonade. We’ve been using that phrase a lot lately, because we’ve been given a lot of lemons during the past couple of months. Many of our clients, friends and family have encountered some really hard challenges, including temporary...
How Should I Use My Tax Return?

How Should I Use My Tax Return?

I love finding money. Soon, I’ll be breaking out the shorts from my dresser drawers, and I’m hoping that I left a $20 bill in one of the pockets. It’s unlikely, because I rarely carry cash on me – I can’t miss out on earning travel points! But I do carry cash...
How Can I Manage Last Year’s Tax Bill?

How Can I Manage Last Year’s Tax Bill?

I have a lot of fond memories of Januaries in Nebraska. Snow storms (it’s actually snowing as I’m writing this), a Nebraska football bowl game (OK, maybe not every year), watching the Packers in the playoffs (I was born in Wisconsin so don’t judge), and receiving a...