Couples growing older together enjoy the enviable status of having a companion late into life. But in most such cases, one spouse eventually becomes widowed or a widower. It is difficult enough to deal with the loss of a spouse. It’s important to plan ahead as a couple to ensure that the surviving spouse isn’t… Read more »
Posts Tagged: capitalloss
When Should You Rebalance Your Investment Portfolio?
Rebalancing your investment portfolio is important. However, there may be times when you may not want to. For example, if rebalancing your portfolio could trigger a short-term or long-term capital gain for which you may not have the liquidity to pay. You may not want to rebalance. You must gauge the long-term benefit of rebalancing… Read more »
