Author: John Reagan
Our favorite WSJ Columnist, Jason Zweig, recently told a story, warning of trying to get rich quickly. We had to share our favorite quote from the piece:
Why didn’t you tell me how simple you were going to make my tax life?
We like good surprises! Because each client’s tax situation is unique, the time and dollars saved are challenging to quantify in advance. No matter your situation, we are confident your tax experience will likely improve, whether your tax bill this year goes up or down.
You may be asking yourself, “how can I save more on taxes?”. Whether you are wondering about this year or next, if you’re a client, you already know you have a team working on it. We provide a spectrum of services to minimize your tax bill, in addition to guidance throughout the year and regular evaluation of potential tax law changes. In other words, you don’t have to worry that you’re leaving money on the table – we’re already working with you and your tax team to avoid that. If you want to learn more about how we see tax management schedule a complimentary call with us – we’d love to chat!
We love images that capture the benefits of “taking the long view.” Here is Rick Hill, our Co-Founder, on a family hike in Palm Desert. Rick knows that by removing the stress of investing out of our client’s lives, they can spend more time doing the things they love. Rick and Lynn Hill, who of course are clients themselves, estimate that they’ve saved six weeks per year by adopting an evidence-based approach. That’s 2.5 + years going back to 1998! Now start to compound the value of that time saved and the results become even more satisfying.
*Rick’s time-saving story was captured in Larry Swedroe’s books, most recently in Playing the Winner’s Game.
Like this? Follow us on Instagram and check out our team living the benefits of “taking the long view,” then send us your own example!