Lifestyle

Financial Tip of the week: Taxes & Insider Trading

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San Diego Entertainer’s own financial expert, Steve Sexton, provides the Channel 6 San Diego Living show with financial tips throughout the month. We are thankful to be able to share his financial expertise with our readers as well.

Today’s topic – taxes. This is the time of year where most people don’t look at their taxes and they should. Steve offers a few suggests along questions to ask yourself.

1. If you’re a business owner taking a bonus, taking it December 01 or January 01 can make a big difference in your taxes.

2. If you’re a passive real estate investor, you know a deduction can go away, is it time to take those additional expenses so you can take those deductions and pay less in taxes?

3. If you have mutual funds or a stock portfolio this is the time to take a look at where your turnover cost would be with a mutual fund portfolio, and maybe sell some of those losers to offset the winners so you don’t pay as much or have that money flow onto your tax return.

These are all helpful tips Steve provides. He then discusses the issue with unemployment, information regarding insider trading, and other useful financial information.

Steve Sexton is a financial expert who personalizes each individual’s financial plan on their unique circumstances and goals. He has over 15 years experience in the financial services industry and holds multiple licenses and designations including being a Better Business Bureau member and a National Ethics Bureau Member.

If you would like to learn more about the financial planning provided by Sexton Advisory Group, securing your financial wealth and freedom, planning for your retirement or to reserve a spot in one of Sexton’s free financial workshops you can visit www.sextonadvisorygroup.com. Or you can reach the Sexton Advisory Group by contacting Steve Sexton at steve@sextonadvisorygroup.com or by calling 951-695-8810.

Don’t forget to watch Steve Sexton on the Channel 6 San Diego Living on Tuesdays for more financial tips.

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