Taxes – You can’t avoid them, but you can plan ahead so you have fewer surprises. Ed Jastrem, Chief Planning Officer at Heritage Financial, joins with insight to help you make the most of your tax planning strategies. Reviewing a tax return is the first step, and one of the most valuable steps, to creating a detailed financial plan. It serves as a baseline for more advanced financial planning because it’s not just about what you make but what you keep. In this episode, we discuss this underrated, extremely valuable financial planning tool.
- Why it is so hard to determine what tax bracket you are actually in
- Hidden taxes you may be paying
- Things to do, and not to do, to improve your tax situation
- Age-based and special situations that cause pause to reflect on your tax planning strategies
We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.
*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!
About Wealthy Behavior: Heritage Financial Services
Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
