Your tax return is a ”snapshot” of your life. Think of the things that get accounted for when you file and what they really represent. Such as gaining a dependent (often the birth of a child), mortgage deduction (maybe you purchased a new home or continued growing in your current one), filing status (perhaps you changed your marital status). Whatever the case, the reality is that your tax return tells a story.
However, that story is being told on a year-to-year basis, and it only looks backward. Tax-time is a great opportunity to consider the larger picture of your life, that is, the grander story that you are trying live as you move forward. What goals do you have for the next, five, ten, or fifteen years? How will you achieve these goals? How do the previous years help or hinder you in moving toward these goals? These are some of the questions perhaps posed by your yearly tax-return, though not easily answered by it. They can require a financial professional that can listen to and understand your specific situation to provide custom recommendations.
This is exactly what we do at Family Tree Financial Group. We help you discover the arc of your story and work for and with you to develop the strategies to actualize your path and to realize your desired results.
· Have you experienced any major life events, such as a marriage, divorce, buy or sell a home or business, or birth of a child?
· Are you a retiree, pre-retiree, or hitting your career stride?
· Do you seek tax-advantaged protections and solutions to safely grow your money?
If so, contact us at (904) 657-0896 or visit familytreefinancialgroup.com to see how we can help!