Financial Advantage w/ Douglas Marion – 4 Financial Tips of the Week – January 10, 2026
- The Financial Advantage
Douglas Marion’s The Financial Advantage serves as an educational resource within Advanced Wealth Strategies™, offering practical financial tips and strategies to help individuals and families achieve a tax-advantaged retirement. With a focus on simplifying complex financial concepts, Douglas provides insights on budgeting, investing, and wealth preservation, making them accessible and actionable for readers. His guidance empowers individuals to navigate economic challenges, plan effectively for retirement, and build a secure financial future. By leveraging proven strategies and emphasizing tax efficiency, The Financial Advantage equips readers with the tools to make informed decisions and reach their long-term financial goals.
Thought Tip #1
“A new year doesn’t change your money; your habits do. Start
the shift in January”
Tip # 2
DID YOU KNOW?
You can contribute to an IRA even after retirement age as long as you have earned
income?
Tip # 3
“A new year doesn’t change your money; your habits do. Start
the shift in January.”
Tip # 4
Understanding Tax Efficiency Let’s begin with the basics. Tax efficiency refers to the practice of structuring your finances in a way that minimizes tax liability. This involves taking advantage of tax-advantaged accounts, deductions, credits, and strategic planning. The goal is to retain more of your income and investments by reducing the amount of taxes you
owe.
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Investment Advisory Services offered through EverStar Asset Management, LLC., a SEC Registered Investment Adviser. EverStar Asset Management, LLC and Advanced Wealth Strategies, Inc. are independent entities. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level or skill or ability.
