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  • What is Wealthnest
  • Are we a fit?
  • Meet The Team
    • Michael McGinley
    • Kevin H. Foster
    • Lauren Huntsman
    • Angelo Abante
    • Colton Kemp
  • How we help.
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Insurance
    • Investments
    • Wealthnest Media
  • Get Started.
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Tag Archive

Below you'll find a list of all posts that have been tagged as “Tax Planning”

Keep More of What You Earn: How Effective Financial Planning Helps Reduce Your Tax Burden

Let’s be honest — taxes are one of the few guarantees in life, but overpaying doesn’t have to be. Whether …

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Financial Planningretirement planningRetirement Planning/Life StagesTax Planningtaxes

Calm in the Chaos: How a Seasoned Financial Advisor Keeps You in Control During Market Volatility

In times of financial turbulence — when markets swing wildly, headlines scream about economic downturns, and investor anxiety spikes — …

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estate planningFinancial Planningretirement planningRetirement Planning/Life StagesTax Planning
financial planner chandler arizona

This Risk of Chasing Investment Returns

Understanding the allure of chasing investment returns Chasing high investment returns can be tempting in investment management and financial planning. …

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Budgetingestate planningFinancial Planningretirement planningRetirement Planning/Life StagesTax Planningtaxes
financial planning in your 30's

Strategic Financial Planning in Your 30’s: Essential Steps for Long-Term Success

Understanding the importance of strategic financial planning As you enter your 30’s, you must start thinking about strategic financial planning …

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BudgetingESPP ATTACK PLANestate planningFinancial Planninginsuranceretirement planningRetirement Planning/Life StagesTax Planningtaxes
cash management arizona

PREPARE FOR UNEXPECTED EXPENSES WITHREADY CASH

We may not be able to see into the future, but we should try to prepare for it We don’t …

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cashestate planningFinancial Planningretirement planningTax Planning
financial planning for couples marriage

“MY” MONEY‚—OR “OUR”MONEY?

The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …

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Financial Planningmarriagemarriage and financesRetirement Planning/Life StagesTax Planning
financial planning strategy

The elusive buy/sell strategy of perfect timing

Trying to buy or sell assets based on absolute market highs or lows may produce lower returns. Buying low or …

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estate planningFinancial Planninginvestment adviceinvestment strategyTax Planning
83(B) election Arizona

To 83(B) OR NOT To 83(B)

So what is a Section 83(b) election? Put simply, it accelerates your ordinary income tax. Sound complicated it is? Today, …

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83bTax Planningtax planning and financial planning
tax planning Chandler AZ

Why Tax Planning Matters

Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line.  Kevin reviews some …

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arizona taxesTax Planningtax planning and financial planning
gift tax Chandler Arizona

The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion

There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel …

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gift taxTax Planningtaxes
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