Taxes – You can’t avoid them, but you can plan ahead so you have fewer surprises. Ed Jastrem, Chief Planning Officer at Heritage Financial, joins with insight to help you make the most of your tax planning strategies. Reviewing a tax return is the first step, and one of the most valuable steps, to creating a detailed financial plan. It serves as a baseline for more advanced financial planning because it’s not just about what you make but what you keep. In this episode, we discuss this underrated, extremely valuable financial planning tool.
We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.
*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!
