Tag: Financial plan

Respect money to get to your financial goals in 2015

Step One: Begin The Goal Setting Process In January We begin our annual goal setting cycle in the weeks surrounding New Year’s Day. Why? Because it’s virtually impossible to forget or avoid this annual holiday event. The New Year is a natural time to reflect on achievements from the prior year and start thinking about

Continue reading

Suddenly everything is a choice rather than a mandatory cost, your personal finance resolution for 2015

Car: Riding a bike or bus to work. Think of saving the car insurance and cost of gas for years before buying your dream car. House: Settling for a room to rent or mobile home or community house sharing. Think Income first before Spending.  This means buying a fourplex as your first home or a

Continue reading

C-corporations for doctors and high net income clients to help reduce income taxes

If you are a doctor or business owner, let us help you with a business structure and financial strategy to reduce your income taxes. C-corporations enjoy their own graduated rates. The first $50,000 of taxable income in the C-corporation is taxed at a 15 percent federal rate versus the top marginal rate of the shareholder (currently

Continue reading

Doctors’ year end financial and business planning

Dear Doctor, I am a financial advisor at Harding Financial which specialize in strategic tax planning strategies using a combination of corporate structuring and financial planning.   In working with new clients, we find that doctors are paying unnecessary taxes due to improper corporate structure and improper pay and financial structure.  With proper corporate, financial and

Continue reading

Take advantage of legitimate tax strategies to grow your nest egg as quickly as possible

Do not catch a falling knife but do use tax strategies to grow your wealth which is a more effective strategy than trying increase returns on risky investments. Call Connie Dello Buono to meet our senior financial advisors and wealth managers who have a track record of protecting you especially if the market corrects itself

Continue reading