Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.
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For many people, making a lot of money on investments is their primary goal, and who can blame them? But if anything is true in life, it’s the fact that success breeds…well, taxes.
Tax planning involves far more than scrambling in April to defer income and boost deductions. If you want to minimize capital gains taxes, reduce your year-end tax bill, and give less of your estate to Uncle Sam, you should be aware of both the short- and long-term tax consequences of all your financial moves.
There are many ways to minimize your tax bite. At GoalQueste, we find the right balance to help you keep more of your own money.
You probably already know what you want out of life — you just need some organization to help you get there. At GoalQueste we start with honest questions and a reality check. The result? A road map that considers all Six Disciplines of financial planning.