Smart Tax-Free Investment Tips: Grow Your Wealth Without the Tax Hit

by Jason Epps | Feb 5, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized

Nobody likes paying taxes—that’s the truth. Taxes are often the biggest expense people face in their lifetime. But what if there was a way to keep more of your hard-earned money by minimizing the tax hit? There are strategies out there that can help you reduce...

Start the Year Strong: Your Financial Blueprint for High-Income Earners

by Jason Epps | Jan 17, 2025 | Blog, High Income Earners, Tax Strategies, Uncategorized

The start of a new year always feels full of possibility. It’s like a fresh chapter, giving you a chance to set goals and make changes to set yourself up for the months ahead. But for high-income earners, it’s more than just about New Year’s resolutions. It’s the...

Year-End Tax Planning Strategies for High-Income Earners

by Jason Epps | Nov 7, 2024 | Blog, High Income Earners, Tax Strategies, Uncategorized

As December 31 approaches, it’s crucial for high-income earners to reflect on year-end tax planning strategies. With the potential for tax changes on the horizon in 2024, now is the perfect time to ensure you’re maximizing your savings and securing your family’s...

Why You Should Consider Sending Your RMDs Directly to a Charity

by Jason Epps | Jan 4, 2023 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP® You’re already prioritizing charitable giving as part of your overall financial picture, so why not streamline the process and employ a tax-mitigation strategy?  If you’re taking an RMD (required minimum distribution) and giving to charity, learn...

Saving Money on Taxes With a Donor-Advised Fund

by Jason Epps | Oct 5, 2022 | Blog, High Income Earners, Tax Strategies

By Jason Epps, CFP®, CRPC®  Giving back is a great way to use your money. You could always buy a bigger TV or some designer clothes, but that doesn’t add value to the world and to your community like giving back does. Making charitable donations is rewarded with more...

You’ve Inherited Money, Now What Should You Do?

by Tricia Lepofsky | Aug 31, 2022 | Blog, High Income Earners, Retirement Planning, Tax Strategies

By Tricia Lepofsky Receiving an inheritance can be a bittersweet experience. You may have lots of emotions, such as surprise, overwhelm, hope for the future, and sadness. On one hand, the gifted money or assets could bring about positive change to your financial...