We continue our discussion of the importance of tax planning. We also examine the benefits and disadvantages of robo-advisors versus personal financial advisors.
Join us to today as we explore the intricate world of taxes. Taxes are most people’s largest expense and yet many people do little to no tax planning. There are many strategies available to reduce taxes, however, many advisors don’t even look at tax returns when making recommendations. Make sure you understand the strategies available to you or ensure that you are working with an advisor who does.
Find out the importance of index investing over picking individual stocks, and how to make sure that your portfolio is adequately diverse.
Join us to learn all about how to reduce or eliminate taxes when selling real estate. We cover a broad range of real estate taxation issues for both residential and commercial property.
Today we discuss the different types of financial advisors, how advisors get compensated, and how to select the best financial advisor for you and your situation.
Don’t let your emotions guide your investment decisions. Join us as we discuss how to stay disciplined on your long-term financial goals in the face of fear-based sales tactics.
What is the financial advice you wish you could give to your younger self? We discuss the importance of understanding the issues and ramifications of paying for college and the conversation everyone should be having with their children and grandchildren.