article thumbnail

Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A

Wealth Management

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

Startup 260
article thumbnail

Save on Taxes with These 5 Year-End Financial Tips

MainStreet Financial Planning

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

Taxes 98
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

is the projected future direction of medical care, where, instead of taking a reactive approach to disease and illness, healthcare practitioners instead invest more energy focusing on preventing illness and maintaining good health in the first place through more personalized plans for patients. Specifically, Financial Advice 3.0

article thumbnail

How to Maximize Tax Deductions for the 2025 Filing Season

Harness Wealth

Pay eligible bills early Prepay state income taxes, property taxes, and medical expenses to maximize deductions in the current year. For example, if you expect high medical expenses, prepaying upcoming medical bills can make them eligible for deductions in 2025 if they exceed the threshold.

Taxes 52
article thumbnail

Year-End Tax Planning Tips

Tobias Financial

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. You can access the webinar recording here.

article thumbnail

Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning.

Taxes 52
article thumbnail

Tax Deductions vs. Tax Credits: What’s the Difference?

Harness Wealth

Common deductions cover a wide range of expensesfrom mortgage interest, charitable contributions, to medical expenses exceeding 7.5% To complete the picture, state and local taxes (SALT), and property taxes can be deducted, though these deductions often come with specific limitations or phase-outs based on income levels.

Taxes 52