Video: 4 Tax-Saving Tips for 2020
2020 has been a challenging year. But it has also presented us with a number of tax breaks which gives the potential to lower our taxes for this year and even possibly for next year.
2020 Year-End Tax Planning
Traditional tax planning has always focused on deferring income as long as possible. This may be the year to end such deferrals and take advantage of the low 2020 tax rates to recognize income.
Video: 7 Questions to Ask Before Hiring a Financial Advisor
The financial services industry makes it complicated for consumers to choose the right advisor and model. So how do you source and vet out the right advisor for you? Before placing your financial future in the hands of someone else, make sure you do your due diligence on them and their model well in advance.
Some "Four-by-Four" Tax Planning for 2020
If we combine some of this year’s extra tax breaks with the long-term possibility of higher taxes ahead, 2020 may be more than just a year of upsets. It could also be a year for seizing unique opportunities to lower your overall tax liability.
Kelly Stanley Helping Professionals at Cogent Strategic Wealth for 5 Years
As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves guiding clients through life's transitions and helping them live their best lives though all of life's challenges.
Is Your Financial Advisor a Team Player, Too?
What does a team approach add to the mix? Even the smartest, most experienced advisor is human, like anyone else. To avoid succumbing to myopic decision-making, it’s a wise person who routinely stress-tests his or her thought processes, seeking the input of others to objectively validate or refute good or bad ideas.