Your year-end tax plan isn’t complete until you’ve considered tax-loss and tax-gain harvesting. These two strategies could offer you big tax savings! Too often, financial advisors and accountants are not proactive in exploring these tax-saving possibilities with clients, but we don't want you to miss out. Here we explain how you can benefit from tax-loss and tax-gain harvesting.

2018 is the first full year under the new tax reform. Will your income tax return take a hit? Are there any changes that you will actually benefit from? We explore these questions with New York tax expert, Sal Albanese, CPA, uncovering the biggest tax changes and recommending actions for you to take before 2019.

Here's how you can build your ideal financial plan using our four pillars: mindset, strategy, tactics, and progress. These are the key elements that make up the Complete Financial House process that we implement with clients.

We're more than halfway through 2018! Here's an in-depth look at the five financial areas to check at mid-year mark. From making adjustments after a salary increase, to making the most of the new tax law, in this post, we cover everything you need to know to ensure your finances are working for you, and helping you stay on track for 2018 and beyond.

Do you want to put more money in your pocket after taxes? When planning for retirement it is not only wise to include an investment strategy, it is also good to implement strategies to minimize income taxes on that investment strategy. It is time to take a look at what your taxes are, and how they affect your investments.

Do you know the fundamental pieces to estate planning? It is critical for everyone to understand what documents are needed, the importance of the documents, techniques needed for estate planning, and how estate planning has been impacted by the recent tax law changes.