Taxes

3 Ways a Financial Advisor Can Help You With Tax Strategies

They say there’s no such thing as a free lunch, but what about a tax-deductible lunch? While many of your income sources can be taxed, there are strategies to minimize your overall tax burden before and in retirement. One of the advantages of going to one professional for all of your financial planning needs is [...]

2020-04-24T15:02:05+00:00March 27th, 2020|Financial Planning, Taxes|

Why You Might Need to Adjust Your Withholding

One truth becomes apparent at tax time: Taxes are complicated. Even if the tax code were to never change, your bracket, filing status, or withholding might. Common life events like marriage, divorce, and your children leaving the nest can mean that you need to adjust your withholding. Knowing when to adjust your withholding is an [...]

2020-04-24T15:14:05+00:00March 6th, 2020|Taxes|