10 Ways to Start Living Debt Free

10 Ways to Start Living Debt Free

Debt: one of the unavoidable parts of adulthood. According to Experian, one of the three main credit reporting agencies in the United States, U.S. households owe more than $14 trillion in debt.* That means the average American owes more than $94,000 – so if you’re...
Tax Wins From Portfolio Gains

Tax Wins From Portfolio Gains

Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The question of how to strategically plan around large, embedded capital gains has become increasingly popular. The growth of the U.S. and other global economies since The Great...