Taxes Now

4 hours ago
Busting Three Half-Truths About Reverse Mortgages
Reverse mortgages are not a well understood or utilized product today. Consumers rarely know when they should consider using one and when they should avoid the product. Reverse mortgages are not inherently good or bad products but are often misunderstood.
10 hours ago
S&P 500 Sets A New Record High. Is This Another Bull Trap?
As the S&P 500 reached a new record high today, analysts all over the media are once again enthusiastic. This is incredibly similar to what was seen in April just before the market plunge in May. Could the latest rally be just another trap for the bulls?
11 hours ago
10 Powerful Happy Money Lessons From The Zen Millionaire
We share 10 life hacks from the book Happy Money By Ken Honda. What is the point of saving money, working hard if not to bring more joy and happiness into your life? If you have read my column here often you know, I love to help my clients live a Happier, Healthier, Wealthier life.
Jun 23, 2019
How To Reduce Tax On Your Investments
Investors with highly appreciated securities or large required distributions from retirement accounts may have serious concerns about the tax implications when the positions are sold, or the income is received. Consider these four tax-saving strategies to minimize taxes on your investments.