Most financial professionals know they should be thinking proactively about taxes.The harder question is where to begin.
When parents think about teaching their children about money, they often focus on practical lessons: opening a savings account, giving an allowance, or helping a teenager create a budget.
Most estate plans are created with the best intentions—but they're often built for a world that no longer exists.
Tax season often comes and goes with a sigh of relief. Returns are filed, payments are made, and many clients don't think about taxes again until the following year.
If you've ever thought, "I know I should be creating videos, but I just don't have the time," you're certainly not alone.
Every financial advisor has experienced it.
