Topic: Financial Education

Tax Planning: More Than Lowering Your Tax Bill

Tax planning is a fundamental part of financial planning. Yet, there’s a misguided notion amongst some members of the financial industry and individuals that the goal of tax planning should solely be about MINIMIZING your tax bill. While this may have some short-term benefits, in actuality, the go...

Sam Swift, CFA, CFP®, AIF®

Nov 10, 2021

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