Not planning can cost more than you think
It’s pretty hard to be successful in the financial world unless you deal with taxes properly. Understanding the strategies to do this is really key. Some taxes can be deferred, and others can be managed through tax-efficient investing. Having a tax advantaged result, however, takes some planning.
We provide expert tax planning and preparation, utilizing ideas and strategies specifically designed for retirees. Tax advantaged retirement is what we do. Most people do not know that in the retirement years, every dollar saved by minimizing income taxes will increase spending capacity in retirement beyond what additional growth can do. Isn’t that an amazing statement?
Tax planning should not be done in isolation, but should be included in your overall financial goals. We can teach you the right strategies and help you implement them. We can help make sure that your current and future tax challenges don’t get in the way of your long or short-term objectives with your investments or your retirement savings.
DFG BLOG SECTION
4 Recent Innovations in Life Insurance Policies
Life insurance is no longer constrained to the inflexible policies our parents held. Here are some of the latest additions and innovations to give you more options than ever. Today’s life insurance policies are not the policies our parents and grandparents grew up with and purchased. They offer more features [...]
4 Tips to Save For and Fund Your Child’s College Tuition
College is an investment in your child and your family, but it can come at a hefty price. Here are some tips to save! College and other forms of higher education have always been a vital part of planning a career. The foundation of any resume, a recent study [...]
7 Tips for Saving Money at the Pump
Gas prices are on the rise. Here are some ways to save a little bit of money. The surge in gas prices swooped in just in time to dampen the mood in 2022. With the Russian invasion of Ukraine continuing to impact oil prices all around the world, the [...]