Are you prone to making these major mistakes when it comes to taxes and overpaying? You have to be looking at your income and looking at your deductions and strategize in order to avoid major tax mistakes. Are you doing everything you can do? One of the keys to cutting taxes is timing. What other strategies should you keep in mind?
From financial plans to home remodeling, it’s common to be tempted to DIY your way there. But should you? When you do it on your own, you may be swayed by emotions or confusion. Financial planning can be complicated. Have you thought about taxes or estate planning or when to withdraw and from where? Having a financial advisor can help navi-gate those emotions and decisions so you can feel more at ease.
You might not know when you’ll exit the business if one of these things come up, so make a transition plan now to protect what you’ve built.
In this episode, we’ll talk about the role the CEPA plays in the process and the decisions that need to be made during this exit process. If you’re a business owner and haven’t started thinking about retirement, this episode should be very valuable.
In this episode, we have two great questions to answer that deal with managing real estate investments and the taxes associated with them. Brian will break down both of the questions and work through the process he would typically take to help someone determine an answer.
With tax season upon us, you might be wondering what areas you can save on with your taxes. The goal is to keep as much of your own money as possible and proper planning can help you accomplish that. Brian answers two questions from the mailbag regarding how to get ahead of it and save on taxes in the long-term.
Many retirees overlook long-term care, something that Medicare does not cover. How can someone plan for long-term care? The cost of long-term care insurance may seem too expensive, but consider the cost of that care, later on, should you need it.
Why is tax planning so important? What does it entail? Brian talks all about this crucial part of your financial plan. President Biden just signed the Inflation Reduction Act, which includes money for the IRS tax enforcement division. Kevin O’Leary from Shark Tank says to focus on reducing your taxes by paying attention to [...]
What are the decisions you need to make now for your retirement, even if we’re in a recession? Brian talks about how to stress-test your plan and what to keep in mind. The big debate right now is whether or not we are in a recession. The market is heading back up, employment is [...]
When someone enters retirement, a common question they’ll get is, “What are you going to do next?” We talk about what that means for Brian’s clients and famous football players alike. As football season nears, receiver Rob Gronkowski won’t be on the field but retired instead. While he’s done with football, his life isn’t over. [...]
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Integrity Financial Planning, Inc. is an independent Registered Investment Advisor based in Roanoke, Virginia. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client’s situation. The information in this website is not investment or securities advice and does not constitute an offer. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investment advisory services offered by Integrity Financial Planning, Inc., a Registered Investment Advisory firm. This information is designed to provide general information on the subjects covered. The information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Financial professionals are not licensed in all 50 states. To find out if Brian Bowen is licensed in your state, please call 540-266-3100. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Insurance and annuities offered through Integrity Financial Planning, Inc., VA Insurance License #131017. The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.