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Tax-Loss Harvesting: Why Castle Rock Investors Should Consider It 

by David Von Forney | Jul 6, 2023 | Uncategorized

If you were holding onto hope for Biden’s student debt relief package to shave off some of your student debt, looks like you’ll have to wait a little longer. SCOTUS still hasn’t reached a verdict. Though, they’re getting closer. And while getting some of...
David Forney’s Guide for Building an Emergency Fund

David Forney’s Guide for Building an Emergency Fund

by David Von Forney | Jun 28, 2023 | Uncategorized

Seems like all we’ve dealt with the past few years, economically speaking, is a series of *emergencies*. Adjusting to this new normal, especially in terms of your checking account, and still maintaining a safety net for when unexpected costs arise, isn’t easy. Hard as...
Win or Lose: The Scoop on Gambling Taxes for Castle Rock Betters

Win or Lose: The Scoop on Gambling Taxes for Castle Rock Betters

by David Von Forney | Jun 22, 2023 | Uncategorized

If you’ve listened to any kind of sports podcast recently (the Kelce boys have a particularly fun one), or tuned into any mainstream sports event for that matter, you’ve probably been blitzed with DraftKings ads. It seems sports betting is more and more common these...
The Clock’s Ticking on the Tax Cuts and Jobs Act

The Clock’s Ticking on the Tax Cuts and Jobs Act

by David Von Forney | Jun 15, 2023 | Uncategorized

Just like that, June is in full swing, and we find ourselves in that early-summer stretch where Castle Rock schools are on break and our minds are on vacation before our bodies. I say, enjoy the summer slow. It has its place in a healthy life calendar — to rest and...
Your Castle Rock Tax Friend’s Thoughts on Navigating a Banking Crisis

Your Castle Rock Tax Friend’s Thoughts on Navigating a Banking Crisis

by David Von Forney | Jun 1, 2023 | Uncategorized

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional swirls. Worse, it...
SECURE Act 2.0: RMD Changes & More for Castle Rock Savers

SECURE Act 2.0: RMD Changes & More for Castle Rock Savers

by David Von Forney | May 31, 2023 | Uncategorized

The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan) An end to...
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