Tax- Loss Harvesting & A Coffee Conversation
Caroline Tanis, CDFA?MBA
Helping executive women and their families use financial planning to build their dream life| Financial Advisor & Corporate Workshop Facilitator
As we prepare for this season of giving we are thrilled to share not one but TWO new episodes of The Wealth Cafe with you this week!
The first episode is a quick watch to help you reduce your tax bill before year end. I am breaking down what tax-loss harvesting is and how you can use it in your taxable portfolio to help reduce your bill come tax time.
Episode two, is part of our Coffee Conversation series ?
I sat down with the incredible Emily Raleigh who is founder of The Dune Market located in Long Beach Island, NJ.
If you haven't been, The Dune Market is an incredible shop located both on the island and available online. The store came together from Emily's incredible vision of bringing together the cottage (beautiful home decor) the apothecary, and the bookstore.
Since opening in 2022 the store has grown in popularity and expanded into an online wedding registry and recently launched look book.
Here Emily's full founder journey by watching her episode below
And as always we would love your support by subscribing to The Wealth Cafe YouTube channel using this link
Watch This Week's Episode Here
Watch Our Coffee Conversation w. Emily
...and THANK YOU for helping make Rise & Find a #1 BEST SELLER day #1 on Amazon!