Tweets of The Week
- Justin Castelli: Harvesting Gains – “Similar to loss harvesting, gain harvesting involves selling investments in a taxable account but instead of banking losses to offset gains, you realize long-term capital gains at a lower tax rate than expected in the future. That’s a mouthful I know, so let me share an example.”
- T.J. van Gerven: Define What Financial Independence Means.– “But what if we redefined what financial independence means? That instead of working towards an arbitrary mathematical number that we instead worked towards a sustainable lifestyle? Define what financial independence means to you. To me it is about freedom. The freedom to explore passions and never be in a rush.”
RLS Weekend Review
Each week my colleague, Justin Castelli, breaks down the headlines that may be impacting your financial plan.