A Securities Market Update for You – January 2023

by | Feb 9, 2023 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning:  Securities A Securities Market Update for You – January 2023 Joseph Maas, Synergy Asset Management Market highlights Inflation appears to be diminishing, but the FOMC is expected to raise interest rates a quarter-point at this month’s...
Last-Minute Year-End Tax Deductions for Existing Vehicles

Last-Minute Year-End Tax Deductions for Existing Vehicles

by | Dec 13, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Tax Planning Last-Minute Year-End Tax Deductions for Existing Vehicles It’s time to examine your existing business and personal (yes, personal) cars, SUVs, trucks, and vans for some profitable year-end business tax deductions. In this article, first we will look...
A Handy Checklist for Year-End Planning

A Handy Checklist for Year-End Planning

by | Dec 12, 2022 | 1-Financial Independence Planning, 4-Tax Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning A Handy Checklist for Year-End Planning The holidays are a busy time of year. Shopping, family events, company holiday parties and more may dot your calendar. But we strongly suggest that you carve out some time for year-end financial planning so...