Tax Evasion vs Tax Reduction: What You Need to Know
Tax Evasion vs Tax Reduction: What You Need to Know Are you looking to reduce your taxes without getting into trouble? Then it’s important to understand the difference between tax evasion and tax reduction. Avoiding illegal methods of tax evasion and utilizing legal means to lower your taxable income can be an effective way to […]
How Often You Need to Update Your Estate Planning Documents
How Often You Need to Update Your Estate Planning Documents Estate planning is an important part of protecting your wealth and assets. But how often do you need to update your estate planning documents? Many people don’t realize that their plans should be updated regularly to ensure they remain up to date with the latest […]
Unlock Your Financial Future: The Importance of Wealth Management
Unlock Your Financial Future: The Importance of Wealth Management The significance of wealth management is often disregarded, yet it’s essential for those wishing to guarantee their future and bequeath a legacy. Wealth management services and solutions can help you plan for retirement, estate planning, tax reduction strategies – all while ensuring your finances are managed […]
Investment Strategies For Low- To Mid-Income Individuals
Investment Strategies For Low- To Mid-Income Individuals Are you in search of methods to maximize your low- to mid-level income? As a highly experienced and certified financial planner, Nancy J. Hite, AIF®, CFP® – also known as The Strategic Wealth Advisor – is well-equipped to provide personalized advice on how best to maximize the returns […]
What Are The Steps In Retirement Planning?
What Are The Steps In Retirement Planning? Retirement planning can be daunting but it doesn’t have to be. Understanding the steps involved and taking action today can help put you on a secure path financially in retirement. In this blog post, we’ll discuss the essential steps that everyone should keep in mind as they plan […]
How To Balance Short-Term & Long-Term Financial Goals
How To Balance Short-Term & Long-Term Financial Goals Do you feel like you want to achieve a lot but are having difficulty finding the right balance between setting successful short-term and long-term financial goals? Managing your finances can seem daunting, especially when trying to make sure that your future plans don’t impact your current responsibilities. […]
Is Estate Planning The Same As A Will?
Is Estate Planning The Same As A Will Are you looking to properly plan for your estate? Then you may be asking yourself, “What is the difference between a will and estate planning?” With so many complicated laws surrounding end-of-life decisions and how an individual’s belongings are distributed after their passing, it can be hard […]
What Is Asset Allocation?
What Is Asset Allocation? Asset allocation is an investment strategy which involves diversifying a portfolio among different asset classes, such as stocks, bonds, and cash equivalents. The goal of asset allocation is to decide how money should be distributed among investments in order to achieve maximum growth with acceptable risk levels. It can involve stock […]
What Are Financial Services?
What Are Financial Services? Investing in financial services can be a great way to grow and diversify your wealth portfolio. But what exactly are financial services? As an investor, it is important to understand the different types of financial services that are available and how they can benefit you. Financial services are a broad set […]
Understanding Investment Management: The Basics
Understanding Investment Management: The Basics What Is Investment Management? It is important to note that the term “investment management” encompasses more than just the purchasing and selling of financial assets. Management entails coming up with a plan for buying and selling assets, either in the short term or the long term. Banking, financial planning, and […]
