Your business success is essential to your financial health, which in turn sustains your ideal lifestyle. But to integrate these interests, you need to have a customized, comprehensive plan, thoughtfully structured around how to Design, Build and Protect your personal wealth.
Combine tax-wise planning techniques into a unified strategy across your varied financial interests and investments. We view effective tax planning as a way to reduce your lifetime tax bill—or beyond.
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. Make the best use of these “tools of the trade.”
Do you yearn for greater control over where your career is headed, and how to get there on your own terms? Cogent’s founder and CEO Michael Evans shares his own “imagining” journey since the pandemic and we hope it inspires you to reimagine your life.
History hasn’t presented a reliable way to predict when small value stocks will outperform. Swings can be swift and sharp—staying invested is the best way to capture expected gains over the long term.
Is it time to plan for a sabbatical? Personal, professional, and financial preparation are key to enjoying a successful sabbatical.