Author archives for Kevin Oleszewski

    3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

    Blog

    3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

    Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

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    Considering Tax Loss Harvesting? What You Need to Know First

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    Considering Tax Loss Harvesting? What You Need to Know First

    Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.

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    Stop Overlooking These Valuable Workplace Benefits

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    Stop Overlooking These Valuable Workplace Benefits

    Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

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    Planning for the Rising Cost of Dependent and Child Care

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    Planning for the Rising Cost of Dependent and Child Care

    Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.

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    Proactive Tax Planning Starts with Goals

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    Proactive Tax Planning Starts with Goals

    All planning – but especially tax planning – should line up with your goals. You should never do anything solely because you’re going to get a tax benefit. Rather, you should always do things that tie back to your goals, with tax benefits being an added bonus.

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