Why the best tax outcomes rarely come from tax season itself Your accountant probably isn’t bad; they’re just not incentivized to be good. They make the same amount per tax filing if they save you money or don’t, so they probably won’t put in the extra effort. However, a CFP®’s
What Is an Automatic Savings Plan (ASP)? This is a cornerstone idea for those that have a deliberate and controllable trajectory in retirement. It’s as simple as, if I want to do “x” in retirement, I need to save “y” this year to get there, and then find ways to
Future value (FV) is the value of a current asset at a future date. It is useful for extrapolating the expected return on an asset. The math uses an assumed rate of growth. For investors and financial planners the use is essential to estimate how much an investment made today
