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
Question for the Ages: What do light bulbs, ice cream, and lunch have in common?
Purpose and satisfaction are inextricably linked when it comes to enjoyment in life. Cultivating purpose, or finding meaning in our life’s journey, is so often connected with community. We need others, and we thrive when we have caring connections with people. Our...
MarsJewett Financial Group is delighted to be named a Best Financial Advisory Firm by USA TODAY, published April 26th.
USA TODAY determined its top 500 financial advisory firms using objective criteria. This recognition was unsolicited by MarsJewett. Rather USA Today conducted an independent survey sent to over 20,000 individuals including clients and industry peers. They...
Back to the Future: The World in 2030
The dynamic seminar was one of Carl’s final professional presentations, given just weeks before his retirement from a career spanning 31 years. Carl worked at The Capital Group, also known as American Funds, and MarsJewett benefited by his strategic partnership. Carl...
Question for the Ages: What do light bulbs, ice cream, and lunch have in common?
Purpose and satisfaction are inextricably linked when it comes to enjoyment in life. Cultivating purpose, or finding meaning in our life’s journey, is so often connected with community. We need others, and we thrive when we have caring connections with people. Our...
MarsJewett Financial Group is delighted to be named a Best Financial Advisory Firm by USA TODAY, published April 26th.
USA TODAY determined its top 500 financial advisory firms using objective criteria. This recognition was unsolicited by MarsJewett. Rather USA Today conducted an independent survey sent to over 20,000 individuals including clients and industry peers. They...