general financial planning

Tax Loss Harvesting: A Good Idea That is Overrated?

fundamentals, general financial planning, income taxes, tax / Steve Martin

Capital loss harvesting can be a beneficial tax minimization strategy in periods of market downturns or even market upturns. Our tax advisors at Oasis Wealth review when and how to apply this strategy to your investment portfolio.

Tax Loss Harvesting: A Good Idea That is Overrated? Read More »

Should I Pay Off My Mortgage in Retirement?

budgeting, debt, general financial planning, retirement / Steve Martin

A question we often hear is whether one should pay off their mortgage by the time they retire or even earlier. There are many benefits and reasons to be free of a mortgage. However, we will also look at some potential benefits of having a mortgage in retirement.

Should I Pay Off My Mortgage in Retirement? Read More »