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Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time. These taxes are calculated by subtracting the cost of the investment from the final selling price of said investment. This final amount is reported as capital gains. But, the final amount can be taxed at different rates depending on the investment type and total monetary gain.

With one of the most contentious elections in history behind us, President-elect Joseph R. Biden, Jr. is set to take office on January 20. In anticipation of a new administration, high earners especially are left wondering - how will the Biden presidency affect me financially? Until Biden takes office and begins enacting changes, we won’t know for sure what to expect. But based on his official campaign platform, past interviews and projections, we can better prepare ourselves for the potential changes to come.

There comes a point in nearly everyone's life when they begin to wonder if they should continue to rent or make the step of purchasing a home - but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a whole lot more complicated. Furthermore, since January 2020, home sales have been steadily increasing.

2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the coronavirus pandemic to economic shut downs, many have felt the financial strain. If you are looking to start 2021 off on a better financial note, these seven moves will (hopefully) help make your year less stressful.

As a Californian, you’re no stranger to high taxes. In fact, California comes in at number one for the country’s highest income tax - 13.3 percent.1 And if you’re a high earner, you could be subject to an even bigger tax hit soon with the country’s first proposed wealth tax.

The season isn’t complete until you’ve watched your favorite holiday movie, right? And with the world continuing to social distance, it’s likely you’ll have some extra time on your hands this month to relax, unwind and enjoy some Christmas classics.

Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property. A will distributes a majority of your property, but often leaves out smaller belongings - leaving loved ones to organize what is left.

The CARES Act was passed on March 27, 2020 amidst the onset of COVID-19 in America. The package included over $2 trillion in economic relief for businesses, workers, families and governments.

On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed.

Medical professionals spend their lives caring for others, but that doesn’t mean their own financial well-being should be left on the back-burner. From the moment a doctor earns his or her ND to the day they hang up their white coat for good, medical professionals face unique financial hurdles, dilemmas and questions. Here are five key components every medical professional should consider when putting together their financial plan.

It seems that the second half of 2020 has been a popular time for large corporations to announce stock splits - including companies like Apple, Tesla and McCormick. This can be great news for eager investors looking to add these market titans to their portfolio, but who may have not been able to in the past.

The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that "giving" goes beyond buying presents for loved ones and really means helping those in need can be an especially eye-opening experience for children. Even better, doing something to help others as a family can bring your family closer together and allows your children to see you modeling the behavior as well. We have 15 ways your family can serve others this holiday season all the while you spend quality time together as a family.