Reduce your taxes with these last-minute moves before the end of the year
Take heed, taxpayers. Time is running out on these moves.
5 min read
Nov 16, 2023
Malcolm Ethridge
Fiduciary financial advisor, CIC Wealth Management
Malcolm Ethridge, CFP®, is a former member of Bankrate's Expert Review Board. He is an executive vice president and fiduciary financial advisor with CIC Wealth Management, based in the Washington, D.C. area. He is also the host of the Tech Money Podcast.
Malcolm's areas of expertise include retirement planning, investment portfolio development, insurance, stock options and other executive benefits. He leverages that expertise to help senior managers and executives in technology make sense of some of the most complex financial situations that working professionals tend to face.
Malcolm's latest articles
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Why are store cards so much easier to get?
These cards offer easy approval and discounts for your loyalty. But watch for high APRs.
5 min read Nov 16, 2023 -
6 lesser-known debit card perks (and how they can help you save)
Debit cards can offer additional perks to help you save more of your money.
5 min read Nov 16, 2023 -
5 ways a financial advisor can help you navigate an inheritance
Maximize your inheritance with expert guidance.
4 min read Nov 07, 2023 -
Switching online brokers: Here’s how to transfer your investments to a new account
When you’re ready to take your portfolio somewhere else, this is what you’ll need to do to switch.
6 min read Sep 06, 2023 -
Arizona cost of living in 2023
Arizona, especially the Phoenix area, has become an increasingly popular place to call home.
3 min read Sep 06, 2023 -
Tesla Powerwall Cost
Image courtesy of Tesla.com How much is a Tesla Powerwall? If you’ve explored solar for your home, chances are you’ve heard of the Tesla Powerwall. In 2023, one Tesla Powerwall costs $8,400 before [...]
4 min read Sep 06, 2023 -
What income do I need to afford a $700,000 house?
How much income do you need for a $700K purchase?
5 min read Sep 06, 2023