New Haven, Conn. (WTNH) – We’re approaching the time of the year when people are focused on how much they’ll have to pay in taxes. But it really all begins with tax planning. And although last year is over, it’s not too late to start planning for this year and beyond. Ben Fuchs, founder of Fuchs Financial, joined CT Style’s Rachel Lutzker in the studio, to discuss strategies to lower your tax bill. And that’s where deductions come in.
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 most important things to keep in mind, and how Fuchs Financial can help:
- Less is More (Lower taxes means you get to keep more of your income)
- Careful planning and management of your assets can impact your tax bill
- Financial advisors can help – that’s their job
- Tax laws change often – Fuchs Financial can keep you informed.
- There are new tax savings opportunities you may want to take advantage of.
Fuchs Financial is offering a FREE educational event coming up. It’s in-person with Ben Fuchs.
Please be sure to register in advance.
TAX & SOCIAL SECURITY: CHANGES & STRATEGIES
Lessons from 2022, Opportunities for 2023
Wednesday, March 29 6:30PM
Goodwin University, East Hartford
FREE Admission
Advance Reservations at www.fuchsfinancial.com
For questions, call Toll Free (877) 940-6729
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.
