Tax-Loss Harvesting

A useful year-end move to counteract capital gains.  Provided by Misty Pittman   Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can do what some investors do – you...

Federal Student Loan Relief

How does it work? What should you do? Provided by Misty Pittman   Are you or someone you know currently making federal student loan payments? In light of the COVID-19 pandemic, some welcome relief may be on the way.   Thanks to the recent passage of the CARES...

A Stock Market Lesson to Remember

Confidence can quickly erode, but it can also quickly emerge. Provided by Misty Pittman   Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard...

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Provided by Misty Pittman   Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider...

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Provided by Misty Pittman   Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted...

Retirement Plan Options for Small Businesses

The SECURE Act and CARES Act may complicate the decision. Provided by Misty Pittman   As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your...