"Tax complexity itself is a kind of tax." - Max Baucus Failure to consider tax management as a component of wealth planning can impact long-term results and limit spending power in retirement. In fact, for many investors, taxes remain the largest source of portfolio management inefficiency and … Read More
Why Your Tax Advisor and Financial Advisor Should Work Together
Personal finance is a subject many of us don’t spend much time thinking about. We might have an accountant who prepares our yearly tax returns and a financial advisor who guides us with our investments. An attorney may assist with issues such as a home purchase and setting up a basic will. Later in … Read More