• Read your tax return. Does it reflect your lifestyle?
• Keep an eye on your credit by utilizing the free tools that the reporting agencies offer • Make the step to create a financial plan – whether you hire a financial planner or DIY – there are great tools to make it fun and easy. Mastering Your Financial Foundations with Cassandra Kirby: Fiduciary Voices #FinLit Series4/12/2024
These pillars serve as a roadmap for individuals to fortify their financial foundations and optimize their financial strategies throughout 2024. Cassandra discusses the significance of bolstering emergency funds, optimizing retirement contributions, and exploring tax-efficient saving avenues. She encourages individuals to leverage employer matching programs and embrace proactive planning to secure their financial future.
Maximizing Your Financial Spring Cleaning with Nicole Strbich: Fiduciary Voices #FinLit Series4/5/2024
Nicole emphasizes the importance of assessing tax returns and seizing opportunities for optimization, whether adjusting withholdings, leveraging tax-advantaged accounts, or strategizing for future tax changes. For business owners, Nicole underscores the significance of proactive tax planning throughout the year, anticipating legislative changes and aligning financial goals with tax-efficient strategies, to mitigate stress during tax season. She also highlights the value of guidance from fiduciary advisors to navigate these complex financial landscapes effectively.
How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturn5/4/2020
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