by DeFreitas & Minsky | Jan 28, 2014 | Financial Planning
In light of stock market crashes of the past, there are several things we can do to protect ourselves financially in the future. We’ve discussed harvesting capital losses and avoiding wash sales, but those aren’t the only ways to keep your head above water the next...
by DeFreitas & Minsky | Jan 3, 2014 | Financial Planning, Tax Laws
The beginning of the year is the time for business owners to double and triple check that they’ve used all of the business tax deductions that are available to them. Documentation is important for everyone, but especially so for business owners, who often authorize...
by DeFreitas & Minsky | Dec 24, 2013 | Financial Planning
Last week, we discussed the difficult fiscal years we’ve seen recently, and how they’ve impacted financial planning across America. As the economy has struggled, many people have had to restructure their retirement plans to account for lost funds. In addition to the 5...
by DeFreitas & Minsky | Dec 18, 2013 | Financial Planning
The unstable economy of the past five years has certainly done a number on many Americans’ financial planning situations. People who’ve invested in their retirement plans are in a much different fiscal position than when they started their planning, and as such many...
by DeFreitas & Minsky | Oct 23, 2013 | Financial Planning, Uncategorized
When you hear year-end tax planning, when do you think that planning should occur? Many people are under the misconception that you can wait until December to start planning your finances for the tax year—this is absolutely not the case! December 31st is the cutoff...
by DeFreitas & Minsky | Sep 16, 2013 | Financial Planning
Estate Planning is one of the noblest things one can do for his or her family. The purpose of estate planning is to ensure that your family will be taken care of properly in the event of your death. It ensures that all of your assets and wealth will be distributed...
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