Insights

A lot of people are stressed out about a lot of things right now. Markets are down. Prices are up for many of the things you need to buy. Interest rates are rising and make it a confusing time to consider buying or selling a house, or making other major financial decisions. This all adds to the stress you may be feeling about your job, the ongoing pandemic, and the health of loved ones.

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.

Creating your own "board of directors" can help you reevaluate your relationship to your work (if still working) or get you ready for retirement, clarify your goals, make more meaningful strides in your personal and professional development, and improve your Return on Life.