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.
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.