Tax Planning

5 Year-End Tax Planning Opportunities for the Savvy Investor

by Andrew Carillo on May 20, 2020

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year comes to a close that can help maximize your refund or minimize your liability.

Are you taking advantage of the following tax-saving strategies with your return?

How can a Financial Advisor Can Assist me with Lowering Tax Liability?

by Andrew Carillo on Feb 4, 2020

Tax Planning

Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into retirement, it’s important to consider the difference between retirement pre-tax income and retirement after-tax income. A savvy advisor will consider your future tax liabilities to be an integral part of your overall retirement strategy. After all, it’s the cash that matters!

Income Tax 101

by Andrew Carillo on Jan 16, 2020

Tax Planning

A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning, whether that means becoming better acquainted with the various tax savings options available, or making proactive decisions based on your current financial situation. One of the best investments you can make is to visit with a financial or tax advisor to determine just where you may be able to save.

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