106 Things We Do For Clients, No. 66

No. 66 of 106 Things We Do For Clients

Help you reduce your taxes during working years.

One of the best ways to increase your ability to build wealth is to reduce your taxes. You can increase your long-term investment returns by paying attention to and reducing three necessary costs: the fees you pay for investment advice, transaction costs, and the taxes you pay. The more tax dollars you keep for yourself, the more you can save toward creating financial independence. And the more you can lower or defer taxes on your investment returns, the more you can accumulate. Not only do we help find strategies that will reduce the taxes you pay on your earned income so you can divert more to investments, we also help reduce them on your investment income. As one person said to me, “My financial planner has saved me their entire annual fee in 15 minutes of advice.”

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