Optimizing Financial Planning With Government Programs

optimizing financial planning

Today, it seems like people are nervous about any changes to their financial planning. They’re afraid they won’t max their own wealth potential, afraid they’ll make the wrong investment changes or worried that any new approaches will make them a target. Since financial planning cannot take into consideration every life event, it must be updated…

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Are You at the Tax Savings Summit for Business Owners?

See Dennis Bays at Tax Savings Summit

Are you already at the 2022 Tax Savings Summit virtual conference?  If not, why not?  It’s free.  It’s informative and it could save you money.  Besides Dennis Bays, there are around thirty other financial professionals and tax strategists. What The Tax Savings Summit Is Host Carlotta Thompson founded Tax Strategists of America.  Though Carlotta Thompson…

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