Emelia Watson
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
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Tax-Advantaged Accounts That Aren’t IRAs
“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]
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How to Use a Client’s Tax Return to Map Financial Success
When advising clients on taxes financial advisors must remember that education and action are both critical.
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Advisor Tax Mistake #3 – Skipping the Three Most Important (But Least Sexy) Tax Strategies
When it comes to financial advisors and tax strategies, they often sound like old fishermen telling the story of “the one that got away,” except the stories are about ultra-obscure tax strategies that they have never used. This tendency to tell stories about the tax strategies that got away is so prolific that anytime an advisor approaches me about a tax scenario, I immediately ask for the name of the client to ensure we are talking about real life versus tax fantasyland.
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