Whether due to job loss, bad purchase decisions or other reasons, many Americans find themselves in debt. Here are some steps to help manage your debt and set "pay-off" priorities.
关于我们
United Capital Financial Advisors, LLC, is a registered investment advisor providing comprehensive planning and investing strategies to make investors more confident about using their money to live the life they want today, while planning for tomorrow.
- 网站
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https://www.unitedcapitalwealth.com/
United Capital Financial Advisors, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Irving，Texas
- 类型
- 私人持股
- 领域
- Comprehensive Wealth Management、Financial Planning、Investment Management、Estate Planning and Trusts、Strategic Tax Planning和Retirement Planning
地点
United Capital Financial Advisors, LLC员工
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Charlie Haynor
Head of Larkspur Office | United Capital Financial Advisors
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Charlie York, CFA
Vice President - Senior Wealth Advisor at United Capital | Advisor to Business Owners, Senior Executives, Multi-Generational Families and Non-Profit…
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Kathleen Hogan Fanelli, CIMA?, CFP?
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Shane Sullivan, CFP?
Vice President at Goldman Sachs Ayco
动态
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If you are just starting out on your financial planning journey, the curve can seem steep and intimidating. But don’t let this discourage you! Start with these three suggestions. https://lnkd.in/e-5-47tC
Women and Finances: 3 Ways to Build Financial Confidence | United Capital
https://unitedcapitalwealth.com
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If you hold company stock within your employer-sponsored retirement plan, you may be eligible to take advantage of a valuable tax planning strategy called net unrealized appreciation (NUA).?https://lnkd.in/e5x4etGd
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It is no secret that the housing market has been challenging for first-time homebuyers recently. High mortgage rates, rising prices and limited inventory can sometimes feel like impossible challenges to overcome. However, there are some steps you can take to help make your dream of homeownership a reality. https://lnkd.in/e67P3jQt
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Understanding how to minimize your Social Security taxes can significantly impact your retirement income. Here are some items to review and tips to consider: 1.???Understand how combined income is calculated. 2.???Complete a Roth conversion. 3.???Consider a qualified charitable distribution (QCD). 4.???Delay your benefits. 5.???Take steps to manage your portfolio’s tax exposure. Tax strategies require careful planning and consideration of your unique financial situation. If you could use help minimizing your Social Security taxes, we would love to have a conversation. To learn more about how United Capital Financial Advisors can help you plan for the future, visit our website. https://lnkd.in/gX4mNxGM
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Whether you are retired or still actively working, healthcare expenses are an important component of your comprehensive financial plan. Fortunately, there are steps you can take today to help plan for future healthcare costs. Our latest article breaks down three important steps to take as you build your financial plan. https://lnkd.in/ggxgj_PB
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A key strategy to consider when trying to maximize your charitable impact while minimizing your tax exposure is “bunching.”?Bunching refers to the strategy of making a large charitable donation in a single year, then reducing your contributions or not contributing in subsequent years. This strategy is especially effective for those whose deductions consistently fall short of the annual standard deduction limit. Learn more in our latest article.
Charitable Planning – 4 Tips to Maximize Your Charitable Impact While Minimizing Your Tax Exposure
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If your financial goals include making charitable donations to the causes that are important to you, why not take steps to maximize your impact while also minimizing your taxes? Consider these four tips to maximize your charitable impact while minimizing your tax exposure. https://lnkd.in/eHaB_wyi
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Using our extensive investment resources and experience, our advisors will build a portfolio aligned with your investing preferences, priorities and values. Learn more about how we build your portfolio here: https://lnkd.in/exy4vE66
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Investing in a college education rivals buying a home in terms of financial impact. Learn more about the strategies a financial advisor uses when creating a plan to help you balance current obligations with future goals.
College Planning – The Right Plan for You | United Capital Financial Advisors
https://unitedcapitalwealth.com