Taxes | Gretchen Stangier, CFP®

Understanding Types of Investment Return

Investment returns come in several forms. The terminology of returns can be confusing to new and seasoned investors alike. Understanding...

3 mins

Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Capitalism, financial literacy, Business, Investing terms, Financial Terms, Investment Return, Dividends, Capital Gains, tax, Investing

Medical Deductions

As you prepare to file your taxes, one of the questions we hear regularly is, “what medical expenses can I...

1 min

Financial Planning, Financial Education, Taxes, financial literacy, Medical Expenses, Lifestyle

Common Investing Questions -Definitions

You aren’t learning if you are not asking questions. We have found most people are afraid to ask us common...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, Financial Education, Investment, Wealth, financial literacy, Investing terms, mutual fund, ETF, Hedge Fund, Financial Terms, Financial Security, Budgeting, Retirement, Investing, Economy

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Wealth, Small Business, financial literacy, Financial Plan, Financial Goals, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

Taxes on Your Investments: The Basics

You work hard for your money, and pay taxes on it. You manage to save and invest some — and...

8 mins

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Taxes, Investment, Wealth, Small Business, financial literacy, Financial Plan, Financial Goals, Investing terms, Financial Security, Budgeting, Retirement, Investing, Economy

Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same...

1 min

Retirement Planning, Money, Financial Planning, Personal Finance, Retirement Education, Financial Education, Budget, Taxes, Wealth, savings, Financial Plan, Financial Goals, Lifestyle, Financial Security, Budgeting, Retirement, Economy

The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

1 min

Retirement Planning, Money, Personal Finance, Retirement Education, Financial Education, Budget, Taxes, Women and Investing, savings, Divorce, Women and Finance, Lifestyle, Financial Security, Budgeting, Retirement, Investing