Beyond the Surface w/ Marissa Allegretto – Thanksgiving.
- Beyond the Surface
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.
Use FSA Funds Before Year-
End. Flexible Spending
Account (FSA) money is often “use it or lose it.” Book medical, dental, or vision appointments before
December 31.
Start Gathering Tax Documents. Collect receipts for deductible expenses, especially charitable donations. Use a folder or app to store important documents now instead of
scrambling in March.
We cannot solve our problems with the same thinking that we used to
cause them.
-ALBERT EINSTEIN
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.
