Learn about potential substitutions for some part of your bond holdings.
This author has yet to write their bio.Meanwhile lets just say that we are proud jbergner contributed a whooping 49 entries.
Entries by jbergner
What do you value most in life? Is it family? Money? Independence? These are examples of core values. Your core life values are values that you hold so deep that they form the foundation of the way you live and move and breath. They are the underlying driving force behind how you do your work, […]
How to structure your withdrawals to be as tax efficient as possible.
Five Weird Questions to Determine Life Purpose What’s your life purpose and are you pursuing it? Your true purpose is a “calling” that will most likely reflect your unique set of gifts, talents, abilities, passions, personality traits, and life experiences. It can be a career calling (like motivational speaker or emergency room doctor) or it could be […]
Think about that for a second. If your life were a business would YOU invest in it? What have you been doing all your life up until this moment? You have been investing your time, your energy and your money in a business called “Your Life”. How do you feel about your return on investment […]
Warren Buffett is famous for being one of the most successful investors in the world and is today worth around $75 billion. Tony Robbins is a world-renowned author, speaker and peak performance strategist that started out as a janitor washing his dishes in a bathtub because he didn’t have a kitchen..* What do these two […]
Investors are usually quite eager to learn about the next big investment opportunity out there to increase their total portfolio return, however, they are often less enthusiastic about making an effort to minimize their tax bite. There’s money to be made by taking advantage of tax avoidance strategies. So that you don’t overlook any opportunities for improving your bottom line, here are a few simple tax principles that can help save you money.
It’s tax season again and this often prompts a variety of feelings including procrastination and intimidation. It’s no fun knowing that after factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investments’ returns in any given year may be reduced significantly.
But for some people, tax time can actually be a very happy time. That’s because they have put into place some effective strategies to decrease their income tax bite.
Here are several Strategies & Tips to potentially help lower your tax bill.
Do you worry about your current or future financial situation? Perhaps you have these questions float through your mind periodically:
Will my money last as long as I do?
Will I have enough to live comfortably?
Should I be doing something different with my investments to improve my outlook?
Do I have the right advisor to help me achieve my goals?
Should I get a second opinion from a financial planner to see if my investments are positioned correctly to achieve my goals?
It is not uncommon to have second thoughts about your financial advisor even if you have been together for years. Often small irritations fester over time until you get to a point where you feel compelled to make a change. Pulling the eject trigger is not an easy one since this person has had access to the inner circle of your life knowing your complete financial picture.