Reduce Taxes

The best thing about tax planning is that it's one of the few ways you can end up with more money without having to make financial sacrifices or take on extra risk.

IRS deductible items View resource
Read this article on record-keeping View resource
Know the difference between Health Savings Accounts, Flexible Spending Accounts and transportation savings View resource
Open a 529 College Savings Account View resource
Consider the benefits of a Roth IRA. Use this calculator View resource
Look into your employer's 401(k) plan and use this calculator to see how much you can save over the years toward retirement View resource
Consider a Traditional IRA. Use this calculator View resource
Choosing the right IRA: Roth vs. Traditional View resource
Get a Flexible Spending Account View resource
Determine HSA eligible expenses View resource
Read this article on how to choose a financial advisor View resource
See which life changes you should be talking to your advisor about View resource
Please click on each step above for guidance to achieve your financial goals.

Author's Videos

Video 1

What Isn't My Financial Advisor Telling Me

Video 2

Why I Started Financial Finesse

Video 3

When Do I Need An Advisor