🎯 Your goals determine your plan. Your plan determines your portfolio.
The magic of financial planning happens when tax planning & investment planning collide.
✔ This collision creates the pursuit of optimal tax aware outcomes:
⭐ All Things Roth
⭐ Asset Location
⭐ Charitable Donations
Investment decisions shouldn’t be happening in a vacuum without understanding tax ramifications. I see people losing their net worth annually to unnecessary taxes due to asset location, poor asset selection, and lack of tax loss harvesting.
Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
10 Actions To Take 10 Years Before Retirement
In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.