New View Wealth Advisory

12/20/2023

If your income is lower in 2023, you may consider tax-gain harvesting to rebalance your portfolio or reduce future taxes. Here's what to know.

03/24/2021

Do you tend to struggle to get your taxes done on time? Learn about the reprieve that Uncle Sam is offering for filing your 2020 tax return.

The IRS has extended the tax filing season for a second time since the start of the COVID-19 pandemic. Here's what those who have yet to file their tax return need to know.

03/15/2021

Third time's a charm? Check to see if you are eligible for a stimulus check this go around.

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Many Americans will be receiving third stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this in-depth guide.

02/18/2021

Take time to enjoy the scenic winter season, but also take time to shovel your sidewalk. Not only is it a nice gesture for your neighbors and delivery drivers, but doing this can also reduce your potential liability if someone slips and falls!

As winter continues on, there are a few things you can do to prepare for and prevent a costly insurance claim.

02/01/2021

Looking forward to retirement, but would like some extra income to cover some of your expenses? Check out these ideas to generate extra income.

Have you thought about turning your hobbies or skills into income during retirement? We have five quick tips for earning more passive income now.

01/26/2021

Check the guidelines to see if you are eligible for a stimulus check this go around.

Many Americans will be receiving second stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this in-depth guide.

01/13/2021

Do you know what Aretha Franklin, Prince, Jimi Hendrix and Pablo Picasso all had in common? They all died without a will. Consider your legacy beyond your life achievements when you are developing your plan.

Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.

12/18/2020

Despite the many challenges we've all faced this year, I suspect many of us have blessings we can share. I would encourage everyone to take advantage of a special CARES act tax benefit before the end of the year.

The CARES Act was passed nearly eight months ago, but there's one benefit you may have overlooked. As you give to your favorite organizations this holiday season, keep this important change in mind.

11/16/2020

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021.

Here's What You Need to Know.

The SSA announced a 2021 COLA increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

10/28/2020

We are seeing greater market volatility leading up to next week's election. What are the historical correlations?

Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.

10/08/2020

Want to make $$$ with your investments, but also support causes you care about at the same time? A lot of people feel that way and are voting with their investing dollars.

If 2020 has ignited a passion for realigning your wealth with your values, socially responsible investing may be right for you.