Wring every ounce of value out of the waning year by doing some financial strategizing. Your complex financial life needs attention at the end of the year and these 3 action items will give you the most bang for your buck.
If you are contemplating selling your business, this is a life-changing decision that benefits from a sound strategy, beginning 3 to 10 years BEFORE the sale. Be purposeful about how you want this to play out and what it means to you.
The choice of a financial advisor is one of the most important decisions you will ever make. To ensure you end up with a qualified, trustworthy wealth manager, it’s imperative that you perform a thorough due diligence.
Most of us fixate on each tax season. We like to collaborate with tax preparation providers to help our clients avoid overpaying the IRS—this year and over time. For a greater goal: focus on creating the lowest lifetime, cumulative tax bill, rather than the lowest possible tax bill each year.
Life is a series of tradeoffs, but do you feel that you are missing out? Do you have the confidence, the clarity, to know it's all going to be worth it?
Lots of evidence shows that by avoiding the temptation to engage in market timing—jumping in and out during the constant corrections—you grant your investment portfolio the space and time it needs to grow over the long haul.