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News and Information

black click pen on white paper by Leon Dewiwje courtesy of Unsplash.
Natalie G. McIntosh, CFP® | May 6, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Natalie G. McIntosh, CFP® | Mar 18, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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A grove of orange trees.
Natalie G. McIntosh, CFP® | Nov 13, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Digital art image of a business person looking through a large set of binoculars.
Natalie G. McIntosh, CFP® | Sep 16, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments
Geopolitical Crises
Volatility
Valuations
Long-Term Investing

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Image of an American flag, with a person looking out of them similar to window blinds.
Natalie G. McIntosh, CFP® | Apr 4, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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Grandmother with child
Natalie G. McIntosh, CFP® | Nov 20, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Ten key accounting calculator on a soft yellow desk
Natalie G. McIntosh, CFP® | Mar 13, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Natalie G. McIntosh, CFP® | Jan 31, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Natalie G. McIntosh, CFP® | Dec 1, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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"Natalie G. McIntosh, CFP® | Nov 1, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Natalie G. McIntosh, CFP® | Oct 14, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Natalie G. McIntosh, CFP® | Sep 14, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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