Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Financial advisors focus primarily on investments, while accountants focus more on taxes and other record-keeping aspects of finances. You’re on the right track!

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

WiserAdvisor

JULY 3, 2023

Managing and optimizing this income can be complex. It can require a deep understanding of personal finance, investment strategies, tax implications, and more. A financial advisor can help you understand the intricacies of financial planning for physicians. Creating a budget can help physicians overcome these issues.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

WiserAdvisor

AUGUST 8, 2022

Managing vast sums of money, and investments like venture capital, non-fungible tokens (NFTs), and others, can be confusing. It also requires a good understanding of tax policies, laws, market sentiment, etc. It is evident that high-net-worth individuals need a good wealth manager. million without triggering the tax.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Workable Wealth

OCTOBER 14, 2020

Improper risk management and insurance coverage. Overpaying on taxes. Tax Planning. A proactive tax plan can save you thousands of dollars every year. You can accomplish this task in several ways like strategic charitable giving, maxing out your retirement accounts, tax-loss harvesting, and more.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

WiserAdvisor

MARCH 2, 2023

You must also look for properties that fit your investment strategy and budget and consider working with a real estate agent or broker. Annuities can provide a reliable source of income in retirement and can also offer tax-deferred growth potential.

Investing 52

Investing Investments Risk Tolerance Financial Advisor 52

WiserAdvisor

JANUARY 23, 2024

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. An effective financial advisor should be proactive in reviewing your tax plan before the year-end.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52

The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. It’s part of their own tax planning. I like Buffett’s idea.

Management 130

Management Investing Investments Government 130

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk.

Taxes 268

Taxes Banking Clients Management 268