Is It Time for Tax Gain Harvesting?

The current long term capital gains tax rate will not be around forever. Tax gain harvesting is the idea of realizing investment gains so as to pay taxes now...

Big Bank Protests Produce Tangible Results

The Credit Union National Association’s (CUNA) recent survey, of 5,000 member credit unions across the U.S., estimates that 650,000 new members have joined credit unions in just over four weeks....

Bank Transfer Day – Consumer Revolt?

On October 1st, 2011 the Durbin Amendment went into effect, lowering the amount that a bank could charge per debit card transaction.  In response, Bank of America and Wells Fargo...

Flexible Savings Accounts Help You Save on Taxes

The spiraling costs of healthcare have caused many employers to offer more than basic health insurance as a means of recruiting employees.  Flexible Savings Accounts have become popular companion vehicles...

Tax Loss Harvesting: a Second Opinion

General investment wisdom holds that the fourth quarter is the time to start looking at realizing investment losses, so as to offset realized gains in an effort to lower the...


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