It’s more than investments. It’s about understanding the ‘why’ behind your decision to plan for your financial future. Our philosophy is simple. We want to provide the best People First service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life.
Each of our clients has a different story. When you partner with us, we’ll create a customized plan to work toward your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.
There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement. These “rules” may have worked for some retirees several decades ago but can be dangerously flawed in today’s new normal retirement.
There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations.
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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