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Financial & Tax Planning

Financial Planning

Financial Planning

Financial Planning consists of your long-term ambitions, with a comprehensive savings and investment blueprint for accomplishing those goals. It all starts with an intensive assessment of your present financial situation and expectations. Financial planning is a little bit broader, as it includes all aspects of your fiscal welfare, whereas retirement planning is more specific to your well-being after retirement.

  • How can I plan for tomorrow when I can hardly pay for today?
  • How much should I be saving & investing?
  • What should a financial plan include … and then what’s next?
Tax Planning

Tax Planning

In most people’s lives, taxes are commonly their highest expenditure. Our tax planning goal is to legally and morally find strategies that reduce your taxes from investing to and through retirement. Minimizing taxes should be an integral part of any retirement plan.

  • How can I be intentional and plan ahead to minimize my taxes?
  • How can I use RMDs (Required Minimum Distributions) in my retirement accounts?
  • What do I need to know about this year’s tax changes?

Educational Insights

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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