Reading Time: 2 minutes A common question from mutual fund owners that we commonly receive during tax season is, “Will I have taxes due on mutual fund capital gains when I didn’t sell any shares of the fund?” The unfortunate answer is yes. In some...
Reading Time: < 1 minute CF Financial is proud to sponsor the 9th annual educational B2B CFO Ballpark Event on August 2nd, 2022 in Dallas-Fort Worth. This year’s theme for the event is “Are You Ready for Your Next Big Business Decision?” The...
Reading Time: 2 minutes If you haven’t already, you can still contribute to your IRA account for 2021. Technically, you have until the federal tax filing deadline to make your IRA contribution for the previous year. So for 2021, you can contribute to your IRA account...
Reading Time: 2 minutes Seventy-two percent of couples believe they communicate well about finances. However, only 43% report making investment decisions for retirement jointly, and 45% make day-to-day financial decisions jointly. Forty-seven percent of couples...
Reading Time: 6 minutes The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it’s even more important, since the mix of various types of investments accounts for most of the ups and...
