New Haven, Conn. (WTNH) – When people think of April, it brings to mind April showers, warmer weather and tax time. Ben Fuchs, founder of Fuchs Financial, joined CT Style’s Rachel Lutzker to explain how to avoid the need to freak out by planning ahead for tax time.
In addition to being a Certified Financial Planner ® (CFP), Ben is also a Certified Private Wealth Advisor® (CPWA) professional. In this interview, Ben talks about some of the things people need to keep in mind, going forward, so they don’t get so frenzied:
- Now is the time to take a step back and prepare for changes in the economy.
- As interest rates rise, financing purchases will cost more.
- Know that layoffs may affect your retirement plans.
- We need to watch our spending.
- We need to increase our savings.
- We need to make sure we have a plan.
- Remember, it’s never too late to start planning.
So, if you think you might need some help with your financial planning, you’ll want to take advantage of the FREE, no-obligation consultation being offered by Fuchs Financial. To make an appointment and learn more, just visit their website at www.fuchsfinancial.com.
You can also learn tips about retirement online through their virtual-learning center www.fuchfinancial.com/virtual-learning-center/
Disclosure: Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. All rights reserved.