TaxSmart Investing and Saving Series
Debt Forgiveness May Qualify for a Tax Break
Having a debt forgiven usually means taxable income. There are, however, several exceptions where you could avoid paying taxes when you have a debt that is discharged.
Video - 4 Smart Tactics to Manage
Student Debt
How do you start planning for your future, build wealth, get out of debt when you are just freshly out of school? Let Sabina take you through some smart first step to take, advised by published tax strategist and financial educator.
Losses that Offer Tax Savings
Capital loss, casualty loss, net operating loss — a loss by any name causes a financial setback. It's something no one likes to think about, much less experience. But if you do suffer a loss, tax laws may provide a measure of relief in the form of a refund or lower taxable income. Here are examples of common losses you may experience, along with possible tax savings.
Video - Losses that Offer Tax Savings
Capital loss, casualty loss, net operating loss — a loss by any name causes a financial setback. Let Sabina take you through some examples of common losses you may experience, along with possible tax savings.
6 Ways to Tame Your Capital Gains Tax Bite
A cornerstone of smart tax planning is year-round management of your property sales and purchases. And a key component of this activity is knowing that the resulting sale of a home, stock or collectible creates a taxable gain or loss with varying tax implications. The savvy taxpayer understands that the correct capital gain approach can save plenty of money. Here are six capital gain tax-cutting opportunities to consider throughout the year.
Video - 6 Ways to Tame Your
Capital Gains Tax Bite
A cornerstone of smart tax planning is the year-round management of your property sales and purchases. The savvy taxpayer understands that the correct capital gain approach can save plenty of money. This week Sabina takes you through six capital gain tax-cutting opportunities to consider throughout the year.
Warning: These 10 Red Flags Could Raise Your Odds of an IRS Audit
It’s the one thing every taxpayer can agree on: Avoiding an IRS audit is good. Nobody wants the IRS scrutinizing their taxes so here are 10 tips to avoid the IRS’ crosshairs.
Video - Warning: These 10 Red Flags Could Raise Your Odds of an IRS Audit
It’s the one thing every taxpayer can agree on: Avoiding an IRS audit is good. Nobody wants the IRS scrutinizing their taxes so let Sabina take you through 10 tips to avoid the IRS’ crosshairs.
6 Quick Ways to Pay Off Debt
With an average of $90,460, Americans are eager to know the “best” way to get out of debt. Because everyone’s debt is unique you need to find the way that works for you. Here are 6 Quick Ways to Pay off Debt.
Video - 6 Quick Ways to Pay Off Debt
With an average of $90,460, Americans are eager to know the “best” way to get out of debt. Because everyone’s debt is unique you need to find the way that works for you. Let Sabina take you through 6 Quick Ways to Pay off Debt.
Money Doctor’s Monthly Tips on Saving on Expenses
Trying to cut back on bills? Check out this month’s tips on saving on expenses!
Money Doctor’s Monthly Tip on Credit Cards and Your Credit
Trying to get control of your Credit Card Debt? Check out this month’s tips on credit and credit cards!
Video - Money Doctor’s Monthly Tips on Credit Cards and Your Credit
Trying to get control of your Credit Card Debt? Sabina takes you through this month’s tips on credit and credit cards!
What to Do if You Get Audited by the IRS
Being on the receiving end of an IRS audit is not as prevalent as you might think. But what if you get an actual audit letter? Here’s how to handle it:
Video - What to Do if You Get Audited by the IRS
Being on the receiving end of an IRS audit is not as prevalent as you might think. But what if you get an actual audit letter? Let Sabina take you through how to handle it.
How to Plan That Post-Pandemic Vacation and Save Big
With the widespread availability of the COVID-19 vaccine in the U.S., many people are opting to getaway. And the travel industry is welcoming them back. Here’s what to expect as you plan your post-pandemic vacation:
Video - How to Plan That Post-Pandemic Vacation and Save Big
With the widespread availability of the COVID-19 vaccine in the U.S., many people are opting to getaway. And the travel industry is welcoming them back. Let Sabina take you through what to expect as you plan your post-pandemic vacation.
10 Ways to Maximize Your Medicare Benefits
Waiting to enroll in Medicare can cost you, but with different levels of coverage to consider it can be confusing. Here are 10 of the best ways to get the most out of Medicare:
Video - 10 Ways to Maximize Your Medicare Benefits
Waiting to enroll in Medicare can cost you, but with different levels of coverage to consider it can be confusing. Let Sabina take you through 10 of the best ways to get the most out of Medicare:
Be Sure to Place or Maintain Sell-Stop Orders on Your Stock and ETF Holdings
It’s is always a part of my strategy, but it’s even more important now - I urge you to place sell-stops on your holdings now if you haven’t already done so. Here’s why:
Video - Be Sure to Place or Maintain Sell-Stop Orders on Your Stock and ETF Holdings
It’s is always a part of Sabina's strategy, but it’s even more important now. Sabina urges you to place sell-stops on your holdings now if you haven’t already done so. Here’s why:
Finding a Fiduciary
In an environment of investor anxiety, many investors seek out guidelines to help them determine which advisors to trust. A good measure of an advisor’s commitment is whether he or she is considered a “fiduciary”. But what is a fiduciary?
Video - Finding a Fiduciary
In an environment of investor anxiety, many investors seek out guidelines to help them determine which advisors to trust. A good measure of an advisor’s commitment is whether he or she is considered a “fiduciary”. But what is a fiduciary? Let Sabina take you through it.