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What are Capital Gains and How to Use them to Lower Taxes
What are capital gains, and how do millionaires take advantage of them to save on taxes? In this video, we’ll break down exactly what you...
John Gragg
May 20, 20241 min read


May Edition
We recap the stocks markets and discuss some of the headlines we are watching closely. The monthly financial topic is Capital Gains
John Gragg
May 1, 20241 min read


Warren Buffett Says, "Don't Watch."
In recent weeks, oil prices have rallied higher, and the Fed indicated higher interest rates may be here for a while. And there’s a headline
John Gragg
Sep 28, 20231 min read


Roth Conversion - Pros & Cons
Discover the pros and cons of a Roth conversion and whether it's right for you. Learn about tax-free growth, required minimum distributions,
John Gragg
Apr 4, 20233 min read


The IRS Extends Additional Tax Deadlines for IRAs, HSAs, and More
Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax...
John Gragg
Apr 16, 20212 min read
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