The Silver Lining to Market Declines: Tax-Loss Harvesting
It may sound crazy, but there can be some benefit to market declines. While no one is ever hoping to lose money, market volatility is...
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Jim Cantrell
- May 8, 2020
- 2 min
Considering a Roth Conversion?
What is a Roth Conversion? Roth conversions are a way of transferring funds from a retirement account, such as a Traditional IRA or...
Jim Cantrell
- Jan 30, 2020
- 5 min
Feeling insecure about the SECURE Act? Here’s what you need to know
What is the SECURE Act? The SECURE Act was put into action on January 1st, 2020. SECURE stands for ‘Setting Every Community Up for...
Jim Cantrell
- Feb 4, 2019
- 3 min
Tax planning financial tips for 2019
Even though you are just beginning to prepare to file your 2018 tax return, it is important to also be thinking about your 2019 return....
Jim Cantrell
- Dec 18, 2018
- 4 min
Year End Financial Planning Advice for 2018
2018 is coming to a close. While it is certainly a lot of fun to think about holiday parties, gifts, and time with family, it is also...
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