Kevin’s Blog
Year-Round Tax Tips to Avoid an Audit
As market volatility continues, we believe it is important to focus on what you can control when it comes to your portfolio, which includes fees, expenses and taxes. While tax…
Cryptocurrencies: The New Goldrush
The California Gold Rush began in 1849 at Sutter’s Mill in Coloma, California. The news of gold brought approximately 300,000 prospectors to California. Gold worth tens of billions of today’s…
Three Reasons We Are Not in a Housing Bubble
My daughter and son-in-law are looking to move from their townhouse to a larger home with a yard. There are few homes available, and they have been making offers on…
Three Common Living Trust Mistakes
A living trust is a great way to protect your assets and ensure that they are passed down to your loved ones in the way you intend. However, if you’re…
Investing for Inflation
A dollar today will not buy the same value of goods in ten years. This is due to inflation. Inflation measures the average price level of a basket of goods and…
Tax-Proofing Your Inheritance
Benjamin Franklin once said, “nothing is certain but death and taxes.” In this article, we deal with both and share a few guidelines to follow if someone you know and…
Tax Planning Should Be a Year-Round Conversation
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
Don’t Let Tax Law Changes Impact Your Financial Future
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
Don’t Let FOMO Control Your Taxes
With the October 15 tax deadline upon us, Potentia Wealth CEO Kevin Swanson and Potentia Tax’s Rachita Wadhwa, CPA sat down to discuss some practical advice on the benefits of…
Kevin Swanson on Yahoo Finance: What Investors Should Consider as the Debt Ceiling Deadline Approaches
The U.S. Congress is currently at a crossroads: either raise the debt ceiling by October 18 or have the Treasury default for the first time in history. To learn more…