BSG Blog

What Should You Keep?

By: Elisabeth - April 2, 2018 - 9:55 am

What Should You Keep? Even with less itemizing, there are still tax documents you want to retain for years to come.  Provided by Denise B. Barrows, CPA, CFP® Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and  Read more…


Who Needs Estate Planning?

By: Elisabeth - January 5, 2018 - 9:19 am

Who Needs Estate Planning? Why it is so important and not just for the rich. Provided by Denise B. Barrows, CPA, CFP®  You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home.  Rich or poor, when you  Read more…


Tax Planning Basics

By: Elisabeth - December 1, 2017 - 9:13 am

Tax season is just around the corner. Get a jump on your tax season planning with 3 Ways to Reduce Your Taxes. Click this link to read the full article provided by TheBalance.com:  Tax Planning Basics.  


Tax-Loss Harvesting

By: Elisabeth - December 1, 2017 - 9:09 am

Tax-Loss Harvesting A useful year-end move to counteract capital gains.  Provided by Denise B. Barrows, CPA, CFP®   It looks like 2017 will end up being a very good year for the stock market. Consequently, you may realize short-term capital gains. What will you do about them? You could do what many savvy investors do  Read more…


Why You Should Stay Invested Though Tense Times

By: Elisabeth - November 1, 2017 - 10:40 am

Why You Should Stay Invested Through Tense Times Crises pass, and markets eventually regain equilibrium.  Provided by Denise B. Barrows, CPA, CFP®   We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those who race to the sidelines and  Read more…