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How can I benefit from tax loss harvesting? - PART II

Last week, we took a look at tax loss harvesting  and reviewed how to avoid capital gains, but we also saw examples of how this could...

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How can I benefit from tax loss harvesting? - PART II

Financial Aid Chaos: What Is Going On?

March is supposed to bring college acceptance letters and financial aid offers, but instead, we’ve got a bit of a hot mess. First, there...

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Financial Aid Chaos: What Is Going On?

The Importance of Business Cycles in Financial Planning

When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...

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The Importance of Business Cycles in Financial Planning

All You Need to Know about PMI

Private Mortgage Insurance Saving for a house is a significant milestone that involves many moving parts and key factors to consider...

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All You Need to Know about PMI

The Importance of Beneficiaries

Life is filled with moments of change — from marriage and the birth of children to purchasing a new home or losing a loved one. Along...

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The Importance of Beneficiaries

How can I benefit from tax loss harvesting? - Part I

Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to...

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How can I benefit from tax loss harvesting? - Part I

Combat Pay/Tax-Exempt Pay & Your TSP

Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...

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Combat Pay/Tax-Exempt Pay & Your TSP

Budgeting: Monthly Cash Flow Planning

My wife and I have been following Dave Ramsey and Ramsey Solutions  for 30 years. We married at the age of 20 and found ourselves in a...

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Budgeting: Monthly Cash Flow Planning

Don’t Play ‘Retirement Roulette’

Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

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Don’t Play ‘Retirement Roulette’

The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...

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The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

Generational Wealth Transfer

Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

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Generational Wealth Transfer

Estate Planning: Wills and what you need to know about them

If you listen to The Dave Ramsey Show  for just one episode, it will become very apparent that he is very passionate about relaying the...

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Estate Planning: Wills and what you need to know about them

Whitaker-Myers Wealth Managers

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