by Joseph Esposito | Sep 25, 2018 | Tax Loss Harvesting
You hate to see an investment go south, but it is almost impossible to pick a winner every time, or to know the right time to sell, so that you don’t take a loss. But even a losing investment can have a good side, as you might be able to use the loss to lower...
by Joseph Esposito | Sep 8, 2018 | Financial Planning
One way or another, financial issues are almost always intertwined with divorce. Financial difficulty is one of the most often-cited causes of divorce. But financial planning is even more critical in the aftermath of a marital breakup. Here are some concrete steps you...
by Joseph Esposito | Aug 25, 2018 | Financial Planning
It’s a long time since January, but it is never too late to revisit your New Year’s resolutions. If one of them was to get your financial house in order, here are some suggestions to help you start moving in the right direction: Be willing to wipe the slate...
by Joseph Esposito | Aug 10, 2018 | Federal Gift Tax Rules
When you have worked hard to build up your net worth, you want to take the appropriate steps to ensure that you minimize the tax consequences to your loved ones on the transfer of your property at your death. One of the most effective ways to do that is to make gifts...
by Joseph Esposito | Jul 6, 2018 | Different Options with Social Security Benefits
Choosing a Smart Option for Collecting Your Social Security Benefits If you’ve worked a job where you’ve paid FICA taxes, and you’ve worked enough quarters to qualify for payments from Social Security, you can start receiving payments as early as age...
Marketing Research Commentary