Don't Delay

One significant benefit of a Coffeehouse Investor portfolio is that you can focus, not on the stock market, but on financial planning issues that matter most of all, including, and especially, taxes. 

Over a lifetime of building wealth, did you know taxes are likely to be the biggest drain on your portfolio? 

With tax season upon us, now is a good time to review, and if necessary, create some tax-savings opportunities within your financial plan.

Take a moment and read 4 Tax-Smart Moves You Can Still Make for 2021.

Looking for more tax-saving strategies? Vanguard has some good ideas on this subject.  

Tax smart decisions should be at the forefront of your financial planning. Don’t know where to start? Schedule a 30-minute strategy session with me and let’s build a plan to reduce your tax bill.