by Benjamin Lewandowski, CFP, CIM | Nov 7, 2023 | Taxes
High-income earners must carefully consider their salary, investment income, and capital gains in a web to reveal how to pay their taxes every year when tax season rolls around. Uncovering tools to reduce taxes is in high-income earners’ best interest. Tax strategies...
by Benjamin Lewandowski, CFP, CIM | Oct 18, 2023 | Financial Advisors, Financial Planning
Whether you’ve been investing for years or are now deciding to grow your wealth, working with a financial advisor can help you focus your plan and reach your goals. Each financial situation is unique, but 10 questions you could ask your financial advisor include: How...
by Benjamin Lewandowski, CFP, CIM | Aug 15, 2023 | Financial Planning
Saving for retirement can be an important part of a person’s life, and group savings plans are often great for both individual financial planning and businesses because they can provide benefits for employees and their employers. The advantages of group savings plans...
by Benjamin Lewandowski, CFP, CIM | May 17, 2023 | Group Benefits
Group benefits can be a great way to say thank you to your team and help provide access to the health and wellness services they may need. But setting up a benefits plan for your business isn’t a one-and-done process. You’ll need to keep in touch with your benefits...
by Benjamin Lewandowski, CFP, CIM | Apr 17, 2023 | Financial Planning, Taxes
As a high-income earner, you may be aware taxes can take a significant chunk of your income. However, there are several advanced tax strategies you can implement to reduce your tax burden and keep more money in your pocket. Advanced tax strategies for high-income...
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