How to Cut Your Social Security Taxes

June 2023 Kiplinger.com by Sandra Block   Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Kiplinger.com. To read the article, please go to: https://www.kiplinger.com/retirement/how-to-cut-your-social-security-taxes   An excerpt from the article is below: How to pay taxes on your benefits Once you determine that you’ll owe taxes on a portion of your Social Security benefits, …

If You Own Bonds, Consider Tax-Loss Harvesting This Year

December 26, 2022 Barron’s by Carleton English   Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Barron’s. To read the article, please go to: https://www.barrons.com/amp/articles/bonds-tax-loss-harvesting-51671829408

Tax Moves to Make to Help Prepare for a Recession

March 10, 2023 USA Today by Kerri Anne Renzulli and Taylor Tepper Ann Reilley of Alpha Financial Advisors contributed to this article that appeared on USA Today. To read the article, please go to: https://www.usatoday.com/money/blueprint/taxes/tax-moves-recession/       Below is an excerpt from the article: Contribute to an HSA If you’re enrolled in a high-deductible health plan, open and contribute to …

How to Invest When Both the Stock Market and Bonds Are Falling

May 8, 2020 The Wall Street Journal by Anne Tergesen and Veronica Dagher   Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared in the Wall Street Journal. To read the entire article, please go to: https://www.wsj.com/articles/how-to-invest-when-both-the-stock-market-and-bonds-are-falling-11651589716