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Dan's Blog


Should I Stay or Should I Go? Thumbnail

Should I Stay or Should I Go?

Being able to talk to someone, goes without saying, is an integral part of financial planning..... but it's only the beginning. So, what should you look for....dare we say require of... someone who is going to be providing financial advice?

Thinking about Income while Filing your 2020 Income Taxes? Thumbnail

Thinking about Income while Filing your 2020 Income Taxes?

Different income is taxed at different tax rates. For those of you who are working and getting wages, those are taxed at a certain rate, while capital gains at a certain lower rate, and some income is even tax free! If you're still working, your primary income most likely comes from wages. However, those of you who are no longer working still need an income.

Capital Gains & Your Taxes Thumbnail

Capital Gains & Your Taxes

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.