Tax Efficiency 101 – How We Save Your Tax Dollars One of the things that we pride ourselves on is our work with clients on tax efficiency. What do we mean by that? Globally speaking, something is “tax-efficient” if it is taxed at a lower rate than an alternative. Basically, tax efficiency refers to doing …
Tax Planning
Financial Planning for Business Owners
As many of you know, I have been a business owner for more than 30 years. Working with fellow business owners is one of my passions – and having a financial planner as an integral part of your advisory team has many benefits. Advisors who have a depth of knowledge in financial planning are a …
Episode 13: Pension & Buy-Outs
Pension & Buy-Outs – Critical Considerations Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your …
Tax and Financial Planning
2020 Year-End Tax and Financial Planning review with Melissa Joy, Sherri Stephens, and Christine Waun. Go to our YouTube channel to view this and other interesting topics. https://www.youtube.com/channel/UCykAjA6UqhKLYR1eWgrVaXA Disclosure *Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance …