Author: Gavin L. DiStasi

Stay Gold, America

https://blog.codinghorror.com/stay-gold-america For this month’s blog post, we have decided to highlight an article titled ‘Stay Gold, America’ written by our...

New Year’s (Financial) Resolutions

As we roll headlong into 2025, it’s that time of year once again when we stop to reflect a bit...

Lions and Tigers and Bears, Oh My!

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try...

What Does An Investment Manager Do?

In our role as financial advisors, we often find it helpful to explain some of the different basic roles we...

Retiring Abroad: Things to Consider Before Making the Leap

In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower...

Gavin’s Summer Reading List (2024)

Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another...

Money, Marriage & Divorce

For anyone who works with divorcing couples, the fact that money often plays a major role in either the deterioration...

Retirement Plan Limits & Federal Tax-Bracket Changes for 2024

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...

Taxation of Home Sales

The taxation rules relating to selling a home are fairly simple. Be it your primary home or an investment property,...