Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.
Understanding how your savings can work for you is an important part of creating your financial future. If you’re curious about personal finance and want to learn more, here are some common questions we hear from new clients.
In our client meetings, the term “wealth” is often tossed around somewhat loosely. We talk about building wealth, managing wealth, enhancing wealth, and preserving wealth as if the concepts are universally understood. But what exactly is wealth? It’s such a vague term that every person has a slightly different meaning.
You may have heard investors say that a clear investment philosophy is essential to pursuing long-term financial success. And while investment strategy is important, it’s nothing more than a manifestation of an investment philosophy. Strategies can evolve as life changes, but philosophies are the core beliefs, principles, and practices that guide your decision-making.
While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations may maximize your refund or reduce overall tax liability.
Let’s look at some of the tax-saving strategies you could be taking advantage of.
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