Simple Tax Planning Mistakes that Cost You $10k

Did you know simple tax planning errors could cost you $10,000 or more? Avoid costly missteps and start potentially saving more on taxes.



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Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA

I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry.

In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden.

We do this by providing:
→ Social Security Optimization
→ Tax Planning
→ Income Planning
→ Exit Planning for Business Owners
→ Retirement Planning
→ Estate Planning


⏱ Timestamps:
0:00 - Tax Planning mistakes
0:45 - Ordinary income
1:40 - Capital Gains
2:20 - 1st way to save money in taxes
3:46 - 2nd way to save money in taxes
5:23 - 3rd way to save money in taxes
6:00 - 4th way to save money in taxes
6:59 - 5th way to save money in taxes
7:50 - 6th way to save money in taxes
8:38 - 7th way to save money in taxes
9:58 - 8th way to save money in taxes
10:54 - 9th way to save money in taxes

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Check out our video disclosures → https://riverbendwealthmanagement.com...