Taxes

5 Biggest Money (Tax) Moves You Need to Know

Available for Interviews: Mario Payne, CFP

Mario Payne is a Certified Personal Planner and is the Founder of TOAMS Financial in Jacksonville. Mario brings over 15 years of investment experience to his business. He is also the author of the forthcoming book, The RELAX Investor: Conquering Fear & Investing Through Self-Discover.

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How to Take Advantage of Tax Opportunities:

1. Maximize Tax-Advantaged Accounts. Contributing to tax-advantaged retirement accounts like 401(k)s, Roth IRAs, and traditional IRAs can provide substantial tax savings. Not only do these accounts allow your investments to grow tax-free, but contributions may be tax deductible, depending on the type of account and your income level.

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Inflation: 5 Strategies to Control Your Money Now

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow clients’ wealth. He is the author of the forthcoming book, Money Rules: 9 Rules to Massive Weatlh.

What Harry Abramhamsen can say in an interview on
Protecting Your Financial Future:

Inflation is here. We feel it at the pump, in the grocery store. Inflation is like the stealth tax, money is there, but it disappears quickly. You just must be smart about your Money Rules.
There are tens, if not hundreds, of invisible forces actively invading your wealth, sometimes all at the same time, and if you don’t build a moat around your paper castle, it will be plundered.

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7 Essential Pointers on Preparing for Retirement

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow clients’ wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
Preparing for Retirement:

1. Have a game plan in place. Where do you want to live? Do you want to move and downsize? Do you have grandchildren you want to be close to?

2. Have a written retirement plan. It is essential for a person to have a written retirement income plan, not just an investment plan. Most people have money saved up, but they lack an actual written plan to determine where and what their retirement income will look like.

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Stop Treating Your Finances Like a Junk Drawer in 2022

Available for Interviews: Harry Abrahamsen

What Harry Abramhamsen can say in an interview on
Money Tips for 2022:

- Doing a seasonal health & wellness checkup of your financial holdings and preparing for the future is a great idea.
- 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policies, Wills and legal documents, auto, and home insurance policies are scattered all over the place.

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Ambitious (and Prosperous) Goals: How Can One Retire at Age 50?

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

What Harry Abramhamsen can say in an interview on
Retiring at Age 50:

Retiring at age 50 is not easy to do successfully.

Retirement can mean a lot of different things to different people. IF you want to retire at 50, then you cannot do any of the traditional planning most Americans do.

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3 Tax Tips for Wealthy Investors to Save Big

Available for Interviews: Don Garman

Don Garman is the Founder and Chief Investment Officer of Mirador Capital Partners and Co-Founder of Tri-Valley Ventures. A seasoned investor in both public and private companies for over 30 years, Don leads Mirador’s Investment Committee and oversees each of the firm’s proprietary investment strategies.

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3 Tax Tips for Wealthy Investors:

As a wealthy investor, you can afford expert advice and likely have the essentials of a strong financial plan covered like maxing out your 401k, contributing to an IRA and saving for your children’s college with a 529 plan.

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Money Is Like Fruit: How to Keep Yours Ripe for the Future

Available for Interviews: Harry Abrahamsen

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

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Applying How to Maximize Your Money’s Potential:

Money Is not Math, and Math Is not Money

Money behaves more like a piece of fruit than mathematics.

Math is perfect. 1 + 1 will equal 2 . . . Forever. But one dollar today plus one dollar a year from today will never equal two dollars because of taxes and inflation. Money erodes over time. It’s just not about money eroding from today to your retirement years but for the rest of your life. Money erodes over time in the form of:

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3 Options to Maximize the Impact of Our Charitable Giving at This Unique Moment

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

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Charitable Giving and the Tax Advantages We Can Realize:

Charitably inclined investors would be wise to take inventory of their giving goals, tax position, and investment gains sooner rather than later because some opportunities exist right now they may want to take advantage of. Here are 3 options to maximize the impact of charitable giving:

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You Could Be Missing a Huge Opportunity in Your HSA

Available for Interviews: Lauren Oschman

Lauren Oschman, CFP® is a certified financial planner specializing in financial strategies, tax planning, and is an expert in helping physicians manage their finances.

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HSA Accounts:

As a financial planner, I see people make two main mistakes with HSA accounts and I see them frequently:

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5 Principles (and the Real Secret) to Accumulating Wealth

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

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on Wealth-building:

Wealthy individuals invariably have great stories to tell about how they grew their business or what they have been able to contribute to their community. However they generally leave out the more mundane means of their success: a sound financial plan. By paying attention to some key principles, investors can leverage their assets most effectively for a successful financial future. These are the five principles to wealth-building:

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