Personal Finance Calendar
Personal Finance Calendar Provided by Avenues to Wealth Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals. Update your personal net...
You May Need to Make Estimated Tax Payments If…
You May Need to Make Estimated Tax Payments If… Provided by Avenues to Wealth You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized...
Understanding FDIC Insurance
Understanding FDIC Insurance Provided by Avenues to Wealth It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once...
What’s Going On With the Banks?
What’s Going On With The Banks? Provided by Avenues to Wealth We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoughts on its impact on the markets and future Fed moves. What happened?...
Traditional vs. Roth IRA
Traditional vs. Roth IRA Provided by Avenues to Wealth Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned...
What Do Your Taxes Pay For?
What Do Your Taxes Pay For? Provided by Avenues to Wealth Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. The average household spends more on taxes than on groceries, clothing, or...
The Pros and Cons of a NUA Strategy
The Pros and Cons of a NUA Strategy Provided by Avenues to Wealth Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where net unrealized...
Five Most Overlooked Tax Deductions
Five Most Overlooked Tax Deductions Provided by Avenues to Wealth Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
Counteracting Capital Gains with Tax-Loss Harvesting
Counteracting Capital Gains with Tax-Loss Harvesting Provided by Avenues to Wealth Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't...
Please Leave Home Without It
Please Leave Home Without It Provided by Avenues to Wealth Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is...
Personal Finance Calendar
Personal Finance Calendar Provided by Avenues to Wealth Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals. Update your personal net...
You May Need to Make Estimated Tax Payments If…
You May Need to Make Estimated Tax Payments If… Provided by Avenues to Wealth You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized...
Understanding FDIC Insurance
Understanding FDIC Insurance Provided by Avenues to Wealth It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once...
What’s Going On With the Banks?
What’s Going On With The Banks? Provided by Avenues to Wealth We wanted to share a quick update in light of the recent news about Silicon Valley Bank (SVB) and discuss our thoughts on its impact on the markets and future Fed moves. What happened?...
Traditional vs. Roth IRA
Traditional vs. Roth IRA Provided by Avenues to Wealth Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned...
What Do Your Taxes Pay For?
What Do Your Taxes Pay For? Provided by Avenues to Wealth Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. The average household spends more on taxes than on groceries, clothing, or...
The Pros and Cons of a NUA Strategy
The Pros and Cons of a NUA Strategy Provided by Avenues to Wealth Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where net unrealized...
Five Most Overlooked Tax Deductions
Five Most Overlooked Tax Deductions Provided by Avenues to Wealth Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
Counteracting Capital Gains with Tax-Loss Harvesting
Counteracting Capital Gains with Tax-Loss Harvesting Provided by Avenues to Wealth Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't...
Please Leave Home Without It
Please Leave Home Without It Provided by Avenues to Wealth Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is...
