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

Capital Group Mid-Year Outlook

Capital Group Mid-Year Outlook

The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...

5 Questions to Ask Yourself 5 Years Before You Retire

5 Questions to Ask Yourself 5 Years Before You Retire

Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years....

February Newsletter 2021

February Newsletter 2021

We hope 2021 is off to a good start for you.  Recently we have received quite a few questions regarding Gamestop and what is going on in the stock market.  We thought you might be interested in reading up on what has been going on. I. Gamestop: Internet...

Capital Group Mid-Year Outlook

Capital Group Mid-Year Outlook

The first half of 2021 experienced strong gains for equity investors, as US markets (as measured by the S&P 500) were up 14.4% and International markets (as measured by the MSCI ACWI ex USA Index (USD)) were up 9.2%. Many investors are asking questions like “How...

5 Questions to Ask Yourself 5 Years Before You Retire

5 Questions to Ask Yourself 5 Years Before You Retire

Maybe you have been visualizing your dream retirement for years now – more time for golf, the grandkids, and travel. But, retirement is a new stage of life with its own hurdles. There are many things to consider when creating a realistic vision for your retired years....