I have never been a big fan of shopping during the busy holiday season, where we are all encouraged to buy, buy, buy no matter where we turn. In fact, I personally prefer to do my shopping in the convenience of my home office and avoid the consumer-driven hustle and bustle as well as the traffic. Click, click, done! Continue reading “Last Minute Moves to Save on Taxes for 2014”
As the stock market reaches new highs, have you been wondering if you should sell and take profits before the next eventual dip? If the stock market does take a dip, should you sell and cut your losses? With the launch of our “Ask a Planner Week” on Monday, here was the first question we received: “I have absolute percentage rules for taking profits and losses on individual stocks. When should one consider taking profits or losses on index funds?” Continue reading “When Should You Sell Your Mutual Fund?”
I hope you’re having a great holiday season! But in-between various parties and celebrations, there are some last minute financial moves to save you money that you might want to make before the end of the year. Here are a few to be aware of: Continue reading “7 Last Minute Financial Steps to Take Before the End of the Year”
