It Pays To Be a Tax-Savvy Investor

by Eve Kaplan, CFP(R) Practitioner Be a tax-savvy investor and employ strategies to reduce taxes.  Various strategies  include  1) asset location, 2) tax-managed mutual funds,  3) index Exchange Traded Funds (ETFs) and 4) tax loss harvesting. Finally, higher income earners (individuals and jointly filing couples who exceed $200,000 and $250,000 of modified adjusted gross income, respectively) […]

KISS (Keep It Simple, Stupid) Your Way to Financial Health

By Eve Kaplan, CFP® Practitioner Are you familiar with the KISS (“Keep it Simple, Stupid”) concept? KISS helps you refine your elevator speech, write concisely…and can boost your financial health. KISS can help you cut through the endless avalanche of financial and investment information/tips. After working with hundreds of financial planning and investment clients, here […]