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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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.

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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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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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5 Money Saving Tips for Your Children’s 529 Plan

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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About 529 Plans:
 

You might think all 529 plans are the same.
This can be a costly mistake. 

529 Plans are tax-advantaged savings vehicles that allow families to put money away for K-12 and college. Money in the plan will grow tax-free until it is needed for education expenses such as tuition, room and board, computers, and textbooks. Here are five tips you can use to maximize the balance in your children’s account.

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Get the Most From These 3 Retirement Accounts (By Paying Attention to Taxes) 

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.

What Lauren Oschman can say in an interview on
How to Get the Most From Retirement Accounts
:

    • Many investors rely heavily on their 401k for their retirement savings, but there are some significant drawbacks to that strategy when it comes to getting the most value out of your money. While investors are conditioned to think about diversifying from an investment perspective, they often don’t think about diversifying from a tax perspective.

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Why Market Volatility Can Be Great for Your Tax Return

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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Market Volatility:
 

    • Many investors fear volatility, thinking about potential portfolio losses above all else. However, losses can present a great opportunity for investors who also aim to reduce their tax bill.

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Stop Treating Your Finances Like a Junk Drawer

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
Money Tips for 2021:

  • 401 (k) accounts, IRA’s, investment accounts, various savings, bank accounts, insurance policy’s, Wills and legal documents, auto and home insurance policies are scattered all over the place.

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