December 10, 2020 Money, Systems, Taxes

It’s Been a Wild Ride!

It’s been a wild ride!     

As the year is coming to a close we have been having lots of planning conversations with clients for tax strategy.  The good news for our clients is we have good numbers to work with.  Knowing where you are is the first step in making a plan for where you want to get to.

I feel like this is a message I share again and again.  I guess it’s because it’s the truth.  What we are left with is making decisions on emotions rather than numbers unless we know the truth about where we are.

This is the time of year when you really want to know where you are.  After the end of the year the game changes and options become limited for tax strategy.  There is nothing more painful than telling someone we can’t with good integrity give them advice because they don’t have good numbers to work with.

So what is your best plan of attack at this point if you haven’t looked at your numbers?

Whether you do it yourself or hire someone to help you, you know the game you go through every year at tax time, do it now!  I just heard the groan and you will thank me later.

There is only a few weeks left – what is it worth to you to be able to save tax on $50,000 on $100,000 of income?  We have helped clients do that this week.  Know your numbers!

As always we are here to help! Email us at wealth@thecfoagency.com and let’s schedule a call.

In Abundance,

Sue

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