Thomas Payne 12/22/23 Thomas Payne 12/22/23

12 Things You Should Know About Social Security

On the surface, Social Security seems simple: Just apply when you’re eligible and start collecting your checks! But the reality is much more nuanced than that, and differs for each individual. Learn what you need to know about when you should apply, how much you’ll actually receive, how it affects your family members, and more.

Thomas Payne 12/2/22 Thomas Payne 12/2/22

Is Now a Good Time to Consider Doing Some Tax-Loss Harvesting?

Tax-loss harvesting (TLH) is a strategy to lower current taxes paid to the U.S. federal government by deliberately selling an investment at a loss—i.e., deliberately taking a capital loss—in order to use that loss to offset taxes owed on an investment sold at a profit—i.e., a capital gain—or even taxes owed on personal income.