There’s been a change or two since Kelly Stanley, CFP®, MBA joined Cogent Strategic Wealth in 2015. In 2021, she also became a firm partner, and helped us navigate through the pandemic. What has Kelly been up to lately?
A lot of the tax-saving advice out there isn’t aimed at high-income earners like you. Nearly any reputable tax service can help you file accurate annual returns, and avoid obvious overpayments. But what about minimizing your lifetime tax burden? How do you build tax planning into your greater wealth?
Despite current uncertainty, try to remain forward-looking, seeking peace of mind through our lives and our relationships. We look for what we actually can control and use our time to reflect on our personal charitable goals, and what we can do to remain abundant.
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?