What Does A Tax Strategy Look Like?
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
The purpose of financial planning is to develop objective wealth management strategies to arrange resources in a way that is consistent with your personal values. Success is not measured in performance statistics (a loser’s game) but rather in progress toward achieving personal goals – the only real-life benchmark that counts – and avoiding bad decisions.
A CERTIFIED FINANCIAL PLANNER® professional follows established practice standards established by the CFP Board, and as a fiduciary advisor, is bound to put client interests first.
James Lorenzen received his ACCREDITED INVESTMENT FIDUCIARY® from the Center for Fiduciary Studies in association with the Joseph M. Katz Graduate School of Business, University of Pittsburgh.
All about your advisor, the IFG philosophy, and answers to most frequently asked questions.
Understanding the Diversification Puzzle
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.