Tax Preparation usually doesn’t mean tax planning. Preface: My experience is that most tax-preparing CPAs and EAs look backwards, at the previous year’s tax experience. It takes overt client requests to have them do forward tax planning. As such, the more advanced financial advisor with a good understanding of the US and their respective state’s […]
A Financial Advisor looks at Taxes Read More »
Dave and I began working together in the early 1990s. From day one Dave was geared for growth. Over the years we comfortably doubled, even tripled the value of the IRA he wants to live off of once he retired. Two years are ago, Dave came to me, anticipating retirement in 2023. We wanted to
Changing asset allocation Read More »
It seems to me that, like many fad diets, the exercise of financial planning as it is marketed right now is in search of some magic elixir that will allow you to eat too much or exercise too little and then lose weight. The dangerous thing about financial planning at the big banks are the
Health Planning is the same as Wealth Planning Read More »
Hedging your bets at the Macro level to build wealth. Remember the four food groups, er, investable asset classes for serious money: stocks, bonds cash and real estate. To my way of thinking, once your clients have built up assets, stocks, bonds, cash and real estate, and even a business or two, life for them,
Hedging your bets Macro Read More »
Investment Advisory Services offered through Integrated Advisors Network (“Integrated”), an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Certain Representatives of Lattice Wealth Management Group Inc. are also registered with and offer securities through Fortune Financial Services, Inc., Member FINRA / SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866. (800) 637-3211. LWM is affiliated with, but not under common control of, Integrated Advisors Network. Lattice Wealth Management Group Inc., Fortune Financial Services, Inc., and Integrated Advisors Network are all separate entities. 111 North Market Street, Suite 300 San Jose CA 95113
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