Monthly Archives: December 2019

TMTW #465 – Happy Holidays!

Tax and Money Tip of the Week: Happy Holidays! December 25, 2019 | No. 465 Wishing you and your family a Happy Holiday!  Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We look … Continue reading

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TMTW #464 – Last Minute Year End Tax Strategies for Your Stock Portfolio

Tax and Money Tip of the Week: 2019 Last Minute Year End Tax Strategies for Your Stock Portfolio December 18, 2019 | No. 464 Your stock market portfolio can represent a little gold mine of opportunities to reduce your 2019 income taxes when … Continue reading

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TMTW #463 – How to Deduct Assisted Living and Nursing Home Bills

Tax and Money Tip of the Week: How to Deduct Assisted Living and Nursing Home Bills December 11, 2019 | No. 463 Assisted living and nursing home expenses can quickly deplete your income and savings. One way to minimize their financial hit … Continue reading

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TMTW #462 – Year End Count Down

Tax and Money Tip of the Week: Year End Count Down December 4, 2019 | No. 462 The countdown to year end has begun.  Our clients need to be thinking about their 2019 tax situations as your withholding may not be sufficient under … Continue reading

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