Food Numbers Risk Tolerance Taxes 
Investing Caffeine
MAY 3, 2023
Hope is Not a Strategy We have lived through an endless number of scary headlines in some shape or fashion throughout our lifetimes. Risk Tolerance: What is your asset allocation? Tax Planning: Are you maximizing your tax-deferred investment accounts? default on its debt? How will elections affect the economy?
Good Financial Cents
JANUARY 26, 2023
You’ll need to carefully manage your budget, invest in efficient high-yielding assets , and review the numbers regularly so you can work towards retiring at a reasonable age without sacrificing your lifestyle along the way. For example, if you earn 10% on your investments, but you’re in the 30% tax bracket, your net return is only 7%.
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Harness Wealth
JUNE 9, 2023
Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation. Taxes and Inflation: The Silent Killers of Returns Annual returns on investments are affected by both inflation and taxes, and they can drastically reduce the actual returns of your investments.
Zajac Group
JUNE 15, 2022
Who doesn’t love a great tax break? Why not make best use of your tax-planning powers when you do? At a glance, it would seem qualified dispositions are the way to go: Qualified dispositions: Proceeds are taxed at (usually lower) long-term capital gains rates. Fewer taxes are better, right? Is this a risk worth taking?
WiserAdvisor
FEBRUARY 2, 2023
Create an emergency fund An emergency fund is an essential tool for managing financial risk and uncertainties. It can be helpful in a number of situations, such as a medical emergency, home or car repairs, unexpected family responsibilities and liabilities, and much more. There are a number of ways to cut your expenses.
Workable Wealth
JANUARY 6, 2021
While your top priority before the pandemic might have been getting a promotion, maybe you’ve realized your job isn’t fulfilling so much as it puts food on the table. . When you build your investment plan with a trusted advisor, you can be confident your plan takes into account your risk tolerance and capacity, time horizon, and goals.
WiserAdvisor
FEBRUARY 2, 2023
Create an emergency fund An emergency fund is an essential tool for managing financial risk and uncertainties. It can be helpful in a number of situations, such as a medical emergency, home or car repairs, unexpected family responsibilities and liabilities, and much more. There are a number of ways to cut your expenses.
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