In The News
In The News
Archive for the ‘In The News’ Category
How Much Money Do You Need to Retire Comfortably?
A recent CNBC article highlights the gap between expectations and reality, and Wealth Advisor, Leo Chubinishvili provided some insight.
My Portfolio Is Lagging the S&P. Should I Make Changes?
Wealth Advisor Leo Chubinishvili shared his insights with NJMoneyHelp on why performance should be viewed in the context of your long-term financial plan.
How to Take Profits and Reduce Your Tax Burden
Leo spoke with Money For Lunch about how investors may be able to take profits while reducing a portion of their tax burden through strategies such as tax-loss harvesting.
Retiring Overseas: Key Financial Factors to Consider
Leo Chubinishvili, CFP® was featured in Total News discussing the key financial factors to consider before retiring overseas, including tax implications, healthcare access, and currency risk.
Selling a Second Home: How to Reduce Taxes
Access Wealth advisor Leo shares insights featured in NJMoneyHelp on capital gains, planning strategies, and avoiding costly surprises when selling a second home.
When Selling a NJ Condo, When Do Capital Gains Taxes Apply?
Capital gains tax doesn’t apply the same way for everyone. Learn how gains are calculated, when exclusions apply, and what sellers should watch for.
Student Loans: What to Know Before You Borrow
What should you know before taking on student loans? This article discusses how to make informed borrowing decisions and plan ahead.
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