March 22, 2018 Taxes

Investing as a Tax Strategy

Congratulations on staying with me!  I know that if you have followed all 4 blogs of this series “4 Ways to Tame Your Tax Bill” you are serious about keeping more of the money you are making!

If you are just joining us you can read the previous blogs.

Putting your money to work for you so it does double or triple duty is truly how the wealthy get wealthier.  There are investment vehicles available to all of us but you may not know about them or you may have made the biggest mistake most people make which is to tell yourself you are not ready.

Not ready to learn about investing.  That is for people who……

If you are willing to have a new conversation let’s talk!

I believe there are some bench mark investments that help most people build solid wealth for the long term.  Whether or not that is you depends on your goals and where you are starting from.  We don’t sell any these products so I am simply sharing them from 30 years of experience, both my own and my clients.  You will want to do your homework to make sure they are the best fit for you.

When looking at investments I am always looking at how they will benefit me today and tomorrow.  How will the same dollar do double duty for me so my financial picture can grow exponentially?  Here are a  couple we work with often:

  1. There are insurance products that can actually help you to finance the growth of your company.
  2. Real estate investing offers this magical little thing called depreciation.

These are two that I find most people can benefit from quickly and step into with confidence as they learn the “game” of building wealth.

All it takes is a willingness to have a new conversation with money.  To truly be willing to be the leader of your financial picture.  If you are ready to stop paying so much in tax, keep more of the money you make and have your money work for you instead of you working for it, simply comment below and we will look forward to seeing if we can be of service!


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