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Iftikhar Ahmed, CFP®
Jun 21, 20241 min read
Selling Losers and Saving on Taxes
Imagine turning your investment lemons into financial lemonade. Tax loss harvesting lets you sell investments that have lost value to...


Saadia Ahmed, CFP®
May 10, 20241 min read
The Shift from Pensions to 401(k)s: What It Means for Your Retirement
Before the 1980s, many jobs came with the benefit of a lifetime pension. You worked for a company for a certain number of years, and you...


Iftikhar Ahmed, CFP®
Apr 26, 20241 min read
Donor-Advised Funds ( DAFs) – Doing good while saving taxes
Donor-Advised Funds (DAFs) are getting popular these days. A DAF is a smart and hassle-free way to manage your charitable giving while...


Saadia Ahmed, CFP®
Apr 12, 20241 min read
Are you getting a tax refund this year?
One of the joys of life is to get a tax refund! It makes one feel like a superhero, that we somehow beat the IRS and Uncle Sam. It is an...
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