Now that we're officially in tax season, it time to start thinking about the tax impact of the activity in your investment accounts. As you start working with your tax preparer, it's beneficial to understand the taxes on dividends and capital gains.
Wealth Legacy Institute has been ranked a Best Financial Advisor in Colorado for the third year in a row-- we are thrilled. Learn more about Advisory HQ here. Our review is listed below:
Our CEO, Kim Curtis, spoke with Fox News in Colorado Springs about building wealth while paying off debt. Balancing retirement savings and debt repayment can be a challenging part of financial planning. With her financial planning advice, you can begin your journey to creating wealth in a manageable way.
The main takeaways? Understand your debt, set SMART goals, create a spending plan and pay yourself first. If you can master these key areas, you'll be on your way to having a healthy financial plan.