Taxes – You can’t avoid them, but you can plan ahead so you have fewer surprises. Ed Jastrem, Chief Planning Officer at Heritage Financial, joins with insight to help you make the most of your tax planning strategies. Reviewing a tax return is the first step, and one of the most valuable steps, to creating a detailed financial plan. It serves as a baseline for more advanced financial planning because it’s not just about what you make but what you keep. In this episode, we discuss this underrated, extremely valuable financial planning tool.

• Why it is so hard to determine what tax bracket you are actually in
• Hidden taxes you may be paying
• Things to do, and not to do, to improve your tax situation
• Age-based and special situations that cause pause to reflect on your tax planning strategies

We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

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