Tax Planning for Beginners

Posted by Connor Creekmur, MBA on 1:14 PM on April 5, 2022

“Nothing is certain but death and taxes” -Benjamin Franklin.

The more time I spend in the financial services industry, the more I see this quote proving to be very true. 

There are not many certainties in life, but the things we do know for certain, we like to plan for and taxes are one of those certainties. You may have already filed your taxes, but planning for taxes is different matter.  Since it's tax season, there is no better time to review your financial plan to ensure your financial life is operating as efficiently as possible!

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Topics: Financial Planning, IRA, Roth IRA, tax deferred growth, Tax Planning

Discover the 403(b)  

Posted by Creekmur Wealth Advisors on 11:07 AM on September 18, 2018

discover-403b

This retirement plan allows teachers & employees of non-profits to invest for their futures.

Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and invest for retirement in the same way – a 403(b).

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Topics: 403(b), Uncategorized, Financial Planning, Retirement, tax deferred growth, Teachers savings plan

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