WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Leslie L. Horgan

Client Service Specialist

Recent Posts

What is Tax Loss Harvesting?

Posted by Leslie L. Horgan | Client Service Specialist

October 25, 2017

The White House released an outline for major tax reform in September. There are some ambitious goals in the plan: reduce seven individual tax brackets down to three, lower the corporate tax rate by 15%, eliminate the estate tax, nearly double the standard deduction while eliminating most itemized deductions, and much more. 

There could be some major changes ahead. But since so much remains up in the air as Congress debates the issue and actually writes the new law, it may not be worth diving into the details just yet. Instead, we’ll focus on a tax issue that is fast approaching for many investors: tax loss harvesting in preparation for your next tax filing. 

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Taxes Tax Planning

What is the Federal Reserve?

August 9, 2017
The Federal Reserve (Fed) met on July 25 and 26 with little fanfare, since they did not end up raising interest rates. In a statement, the ... [+] Read More

Common Financial Credentials: What is a CFP, CWS, and CFA?

May 2, 2017
Once you’ve realized that hiring a financial advisor is worth it, the next step is choosing the right one for you. When you began your ... [+] Read More

Katie’s LINC Presentation and the Time She Flew

February 17, 2017
If you’ve ever called WrapManager and been welcomed with a crisp British accent, you’ve had the good fortune to speak with Katie O’Connor, ... [+] Read More

Are You Sacrificing Retirement Savings for College Expenses?

November 30, 2016
If the answer is “yes,” you are among the 67% of parents who said that saving for their kids’ college education is more important than ... [+] Read More

Helping You Understand the Basics of 529 Plans

November 3, 2016
529 plans are college savings plans sponsored by state or educational institutions. Congress created them in 1996 to provide a ... [+] Read More

Planning for Taxes in Retirement

June 2, 2016
Planning for a multi-decade retirement requires planning and tax planning should be one of your major considerations. Wise retirement ... [+] Read More

4 Easy Steps to Planning Your Retirement Income

January 21, 2015
Transitioning from the working world into retirement brings a wealth of exciting new opportunities – having more time to spend with your ... [+] Read More

Ladies, Don’t Make this Social Security Mistake

October 7, 2014
There’s no disputing the fact that women live longer than men, but, according to a Nationwide Financial survey, only 3 percent of women ... [+] Read More

Protect Your Identity: Guarding Against Online Scams

September 17, 2014
“Phishing” attacks have been on a steady rise since 2005 and are used to steal sensitive information like Social Security numbers, bank ... [+] Read More