I hope the summer has been treating you well and that you've had a chance to make some wonderful summer memories. The twins have started high school, Titus will be starting 4th grade next week, and Ivan heads back down to college at the end of August!
This month, I’d like to share how coordinating with a CPA can save you tens of thousands of dollars in tax liability over the course of your retirement. Read on for more below.
And, in case you missed it, I sent out an email earlier this month addressing the recent market volatility we've been seeing. If you haven't had a chance to read it, I encourage you to take a look. It provides some context and insights that you might find helpful.
As always, if you have any questions about your specific financial situation or how recent market movements might affect your long-term plans, please don't hesitate to reach out. I'm here to help.
Yours truly,
Help Us Grow Our CPA Network
At Certus Wealth Management (CWM), we're always working to improve our services. Right now, we're expanding our network of skilled CPAs to better serve you. Did you know that when financial advisors team up with tax advisors, it can lead to better outcomes for you? At CWM, we work closely with our clients' tax advisors. This helps us match your financial plans and investment choices with your tax situation. Click here to learn how this teamwork can benefit you.
I've written a blog post explaining how this collaboration could save you a considerable amount over the course of your retirement. Check it out here.
If you have a CPA you trust, especially one who goes beyond basic tax preparation, we'd love to know. Your referral could help us enhance our services for you and all our clients. Please reach out to info@certuswealthmanagement.com with their contact information. Thank you for your trust and partnership.
Financial Advice is offered through Certus Wealth Management LLC, a Registered Investment Adviser.
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This material prepared by Certus Wealth Management, LLC (“Certus Wealth”) is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Opinions expressed by Certus Wealth are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Certus Wealth, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Certus Wealth does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.
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