Tax Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial planning approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to mitigate the impact of taxes on your financial efforts.

MarsJewett will help you think strategically about your tax bill.

Taxes are, as they say, inevitable, and something you must factor into your financial plan. But just because they are inevitable, doesn’t mean your financial choices don’t impact them. Your decisions around how to invest and how to draw on your assets are critical to your success.

In some cases, careful structuring of retirement income may minimize your tax burden, and in other cases, such as sudden wealth, it may be wise to consider trusts or charitable vehicles that can offer tax deductions or exemptions. We’ll help you understand which options offer the greatest advantage to your family, your lifestyle based on where you are in life and the composition of your asssets.

EDUCATIONAL RESOURCES

MarsJewett Announcement

MarsJewett Announcement

We are excited to keep you informed of recent developments within MarsJewett Financial Group.  In 2013, Glenn sold a minority interest to Scott and Brian, retaining majority ownership and the responsibilities of CEO/President.  Since then, Glenn has...

Politics & Investing

Politics & Investing

The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration.  Perceptions, including beliefs about which political party will be better for investors,...

MarsJewett Announcement

MarsJewett Announcement

We are excited to keep you informed of recent developments within MarsJewett Financial Group.  In 2013, Glenn sold a minority interest to Scott and Brian, retaining majority ownership and the responsibilities of CEO/President.  Since then, Glenn has...

Politics & Investing

Politics & Investing

The frenzy surrounding a US presidential election cycle often gives investors concern about how their portfolios will fare under a Republican or Democratic administration.  Perceptions, including beliefs about which political party will be better for investors,...