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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

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Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth

Yardley Wealth Management

The Foundation: Emergency Funds and Debt Management The cornerstone of any solid financial plan is having a robust emergency fund. In today’s economic climate, I recommend maintaining 6-9 months of living expenses in easily accessible accounts. Regarding debt management, consider the current interest rate environment.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

You could be lying in bed at night and suddenly thinking about changing your asset allocation. There are so many products out there – 401(k)s, mutual funds, Individual Retirement Accounts (IRAs), Exchange-Traded Funds (ETFs), bonds, Real Estate Investment Trusts (REITs), etc. No problem!

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A good time for a risk check-up

Nationwide Financial

Here are some key points to use with clients as you help them assess their retirement plans. Review risk tolerance and current asset allocation strategy It’s important to ensure your clients’ portfolios align with their risk tolerance because taking too much risk can negatively impact their ability to navigate market fluctuations.

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Retirement Planning Tips for Women

Talon Wealth

Consider early retirement tax planning. Retirement accounts like 401(k)s and IRAs provide the advantage of tax-deferred growth, saving you significant amounts of money in taxes over the long term. Research different retirement accounts and investments to determine which is best for your individual needs.

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Waterfall Wealth Management: A Strategic Approach

Yardley Wealth Management

Waterfall Wealth vs. Traditional Investment Strategies Traditional investment strategies focus on diversification, risk tolerance, and asset allocation across stocks, bonds, and real estate. Key Differences: Waterfall wealth management prioritizes financial obligations and allocates funds accordingly.

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A guide to best tax saving instruments in India

Truemind Capital

Well, usually it starts in the last quarter of the financial year (Jan-Mar) when many employees scurry to provide investment proof to save tax outgo. Sadly, many of our last-minute decisions prove to be poor investments thereafter and hence it’s a good idea to start the tax planning exercise early on.

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