Get Tax Smart
As I announced last spring, my RIA firm, Soundmark Wealth Management, was acquired by Edelman Financial Engines (EFE). One of the primary reasons for this alignment was to maintain the same investment philosophy as Soundmark, while accessing EFE's advanced research in the tax planning arena.
Recently, EFE released a study revealing that over half of investors feel they are missing out on smart tax planning strategies. The study highlights a significant gap in tax planning knowledge, with many investors admitting they "file and forget" their taxes.
This aligns with the mission I've championed throughout my book, The Coffeehouse Investor, and my work the past 25 years; emphasizing the importance of building low-cost index funds to help capture market returns and focusing on the financial planning issues that matter most, including tax management and estate planning.
Take a moment and read this study. Taxes could likely be a significant drain on your portfolio over a lifetime. Is it time for you to integrate smart tax strategies into your broader financial goals?
Create Tax-Efficient Planning
Partnering with tax and financial planning professionals can help bring clarity to your financial decisions, especially when navigating tax codes and identifying opportunities for generating income during retirement. Schedule a complimentary strategy call* with me and let's discuss your tax planning strategy.
* Limit one complimentary offer per household, per 18 months. Only applicable to households with minimum investable assets of $25,000. Offer criteria may be waived at Edelman Financial Engines' discretion.