Wondering what you might be able to do to improve your tax picture?

Tax planning can be extremely beneficial, potentially leading to thousands upon thousands of dollars saved if done well.

Let’s go through 15 common strategies I use with my clients. My hope is that perhaps something in here will be helpful to you, hopefully reducing that pesky tax bill a bit.

Looking at your insurance picture?

Wondering what to consider, what to prioritize, what to do?

Let’s go through 15 quick ideas.

Thinking about retiring?

There’s a lot to unpack. Lots to consider.

Just to get the juices flowing, here are 15 quick ideas.