Why Tax Planning Matters

Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line.¬† Here are some things that can reduce your tax liability. Ways to Reduce Your Taxes Tax credits Tax deductions Eliminate tax penalties Choose correct filing status Timing of income collection Timing purchases and other expenditures Timing of buying and selling assets Using retirement …

What is a Comprehensive Wealth Manager?

A comprehensive wealth manager can handle all of your financial needs no matter what your life stage; they offer expertise in a variety financial specialties: Investment Services Retirement Planning Estate Planning Insurance Tax Planning Integration:  Advantage of a Comprehensive Wealth Manager An advantage of working with a truly Comprehensive Wealth Manager is that a single person is able to integrate …

Financial Planning In Your 20’s

If you are in your 20’s, then chances are that you are on the first rung of the corporate ladder or tasting the first sips of your chosen profession. Financial planning may be the last thing on your mind right now. However, if you start planning your finances at this stage of your life, or better yet, hire a financial …