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Tax Planning

Unlock the Power of Our Professional Network

Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety of needs, our networks often include everything from accountants and attorneys to high-end tailors and travel agents. The importance of this can’t be overstated. Leveraging our network can help with: …

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Retirees, What’s Your Withdrawal Strategy?

When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or more years of our lives focused on building the proverbial “nest egg,” but after retirement, things change and so should our financial focus.  There are a variety of questions that must be answered. How much…

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Protect Your Children from Their Inheritance

Wealthy families often find themselves grappling with how to effectively pass along assets to their children while ensuring those children are ready for the responsibility. As we tread towards the largest generational wealth transfer in history, there is a growing need to ensure those inheriting the assets are adequately prepared to handle them.  There are…

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3 Major Financial Challenges of High-Net-Worth Individuals

High-net-worth individuals face unique financial challenges. Here are the three of the biggest we typically encounter. Wealth Transition You want to pass on your wealth to the people and causes of your choosing, not to the government. This requires ample preplanning with your advisors, attorneys, and insurance providers. Tax Complexities Reducing your tax bill during…

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Smart Ways to Save for Your Child’s Education

If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s college fund. The national average for annual college tuition for 2022-2023 is over $39,000 for private school and over $10,000 for public, in-state tuition¹. And, that does not include living…

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SFG News

Local Financial Advisor Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Master Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Phoenix, AZ – May 31, 2022 – Calvin Goetz, Founder & President of Strategy…

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Tax Planning Strategies to Consider Before 2022

As the year end approaches, we wanted to share with you important tax strategies to consider, which may help you save on your taxes–now and in the future. Watch this video for a quick summary of the year-end tax tips. Here are the year-end tax planning tips to consider: 1. Potential benefits of converting to…

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Evaluating Your Executive Stock Options

As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compensation, they also leave you with plenty of decisions to make about how and when to use them. It’s important to understand the ins and outs of stock options to…

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The 2021 Child Tax Credit: An Overview

Every year, the Child Tax Credit reduces the tax liability of American parents. If it lowers their tax burden below zero, it can even put money in their pockets. The credit’s size increased following the Tax Cuts and Jobs Act of 2017. And now, thanks to the American Rescue Plan Act of 2021, it’s even…

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Life Insurance As An Asset Class

When asked to list out the different assets that they own, people typically respond with real estate, vehicles, retirement accounts, bank accounts, and other investments. And sometimes they forget to list life insurance policies. Life insurance, as an asset class, can come in very handy, especially for higher-income earners. It’s one of the only places…

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