by Joe Allaria CFP®, MBA | Apr 29, 2020 | Article, Portfolio Management, Tax Planning
What is Tax-Loss Harvesting? Key Takeaway: Tax-loss harvesting is selling an investment at a loss in a taxable account to offset gains (and sometimes income), then reinvesting in a similar—non-identical—holding to avoid the wash-sale rule. The COVID-19 Crisis has had...
by Joe Allaria CFP®, MBA | Apr 27, 2020 | Article, Portfolio Management
7 Ways to Get COVID-19 Financial Help Key Takeaways: Review your budget, cut unnecessary spending, and consider paying only minimum debt payments temporarily to build cash reserves. Use CARES Act options to improve cash flow, like mortgage forbearance on federally...
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