Kate Dore, CFP® | Biz Focus Hub

Kate Dore, CFP®

An advisor recommends that investors maintain liquid emergency funds even after the Fed's interest rate reduction.

An advisor recommends that investors maintain liquid emergency funds even after the Fed's interest rate reduction.

If you can't pay your tax balance by the Oct. 15 deadline, here's what to do.

If you can't pay your tax balance by the Oct. 15 deadline, here's what to do.

An inherited individual retirement account could potentially result in a 'tax bomb,' according to an advisor. Here are ways to prevent it.

An inherited individual retirement account could potentially result in a 'tax bomb,' according to an advisor. Here are ways to prevent it.

An expert advises that a 'back of the napkin math' can reveal if you may receive an unexpected tax bill.

An expert advises that a 'back of the napkin math' can reveal if you may receive an unexpected tax bill.

The IRS has established a "rule of thumb" that outlines who must make a third-quarter estimated tax payment by September 16.

The IRS has established a "rule of thumb" that outlines who must make a third-quarter estimated tax payment by September 16.

Lawmakers discuss tax expiration ahead of 2025, calling it a "make-or-break moment."

Lawmakers discuss tax expiration ahead of 2025, calling it a "make-or-break moment."

Financial advisors advise against knee-jerk reactions to candidates' proposed tax increases.

Financial advisors advise against knee-jerk reactions to candidates' proposed tax increases.

Recent history shows that the top capital gains tax rate has been higher than 28%.

Recent history shows that the top capital gains tax rate has been higher than 28%.

Here are red flags for everyday filers as the IRS intensifies audits of wealthy Americans.

Here are red flags for everyday filers as the IRS intensifies audits of wealthy Americans.

Top earners may face a 28% capital gains tax rate, according to advisors' recommendations to clients.

Top earners may face a 28% capital gains tax rate, according to advisors' recommendations to clients.

The wealthiest Americans' impact from Harris' plan to tax unrealized investment gains.

The wealthiest Americans' impact from Harris' plan to tax unrealized investment gains.

Moving abroad could provide lower costs of living and better lifestyles for relocating retirees.

Moving abroad could provide lower costs of living and better lifestyles for relocating retirees.

To avoid the 'phantom tax' on Marketplace health insurance, younger retirees should be aware of these tips.

To avoid the 'phantom tax' on Marketplace health insurance, younger retirees should be aware of these tips.

How to Invest in Stocks During a Market Rally Without Earning Any Capital Gains

How to Invest in Stocks During a Market Rally Without Earning Any Capital Gains

Experts advise against maxing out 401(k) contributions for 2024 if certain conditions are met.

Experts advise against maxing out 401(k) contributions for 2024 if certain conditions are met.

An effective strategy for required withdrawals in retirement can prevent IRS penalties.

An effective strategy for required withdrawals in retirement can prevent IRS penalties.

Using required retirement withdrawals to enhance your investment portfolio.

Using required retirement withdrawals to enhance your investment portfolio.

The election between Trump and Harris could impact your tax situation.

The election between Trump and Harris could impact your tax situation.

Harris proposes increasing the child tax credit to $6,000 for families with newborns.

Harris proposes increasing the child tax credit to $6,000 for families with newborns.

Overlooked risk can significantly impact your portfolio as you approach retirement, according to an advisor.

Overlooked risk can significantly impact your portfolio as you approach retirement, according to an advisor.

Some experts have increased the likelihood of a recession. Here's the recommended amount for emergency savings.

Some experts have increased the likelihood of a recession. Here's the recommended amount for emergency savings.

Policy experts are against the idea of Trump and Harris wanting no taxes on tips.

Policy experts are against the idea of Trump and Harris wanting no taxes on tips.

Raising the child tax credit to $5,000 could be challenging for Vance.

Raising the child tax credit to $5,000 could be challenging for Vance.

The 2024 presidential race: How Tim Walz and JD Vance's running mate choices could impact your finances.

The 2024 presidential race: How Tim Walz and JD Vance's running mate choices could impact your finances.

Experts warn that Trump's plan to reduce Social Security taxes may jeopardize benefits.

Experts warn that Trump's plan to reduce Social Security taxes may jeopardize benefits.

Tim Walz, Kamala Harris' running mate, could play a key role in shaping the child tax credit.

Tim Walz, Kamala Harris' running mate, could play a key role in shaping the child tax credit.

Staying invested during market volatility can be beneficial, an advisor suggests.

Staying invested during market volatility can be beneficial, an advisor suggests.

The Senate's failure to expand the child tax credit has implications for families.

The Senate's failure to expand the child tax credit has implications for families.

Consider these 3 smart crypto tax moves regardless of price fluctuations.

Consider these 3 smart crypto tax moves regardless of price fluctuations.

Every investor should be aware of these key crypto tax rules as Bitcoin has increased by more than 50% this year.

Every investor should be aware of these key crypto tax rules as Bitcoin has increased by more than 50% this year.

Before the Fed starts lowering interest rates, consider these money moves.

Before the Fed starts lowering interest rates, consider these money moves.

The IRS has released final guidelines for inherited IRAs, but many individuals are still not taking full advantage of tax benefits, according to a financial expert.

The IRS has released final guidelines for inherited IRAs, but many individuals are still not taking full advantage of tax benefits, according to a financial expert.

Tax policy experts predict where Kamala Harris might stand.

Tax policy experts predict where Kamala Harris might stand.

What would be the impact of Project 2025 on your tax bracket and capital gains under a second Trump term?

What would be the impact of Project 2025 on your tax bracket and capital gains under a second Trump term?

Financial services companies, including Charles Schwab, experience a global tech outage.

Financial services companies, including Charles Schwab, experience a global tech outage.

The municipal bond market could experience a "significant effect" as a result of the election, according to an analyst's prediction.

The municipal bond market could experience a "significant effect" as a result of the election, according to an analyst's prediction.

Business owners should be aware of the potential disruption that may arise from the end of a tax break, according to an expert.

Business owners should be aware of the potential disruption that may arise from the end of a tax break, according to an expert.

Millionaires' past-due taxes totaling $1 billion have been collected by the Treasury and IRS.

Millionaires' past-due taxes totaling $1 billion have been collected by the Treasury and IRS.

A Roth conversion ladder can help reduce future tax liabilities and provide early access to retirement funds.

A Roth conversion ladder can help reduce future tax liabilities and provide early access to retirement funds.

Experts suggest that the right combination of retirement accounts can minimize future tax liabilities.

Experts suggest that the right combination of retirement accounts can minimize future tax liabilities.

Nearly two years have passed since the IRS began assisting tax identity theft victims in recovering their refunds.

Nearly two years have passed since the IRS began assisting tax identity theft victims in recovering their refunds.