Fetching Finance | February 2024
Steven Huskey, CFP?, CExP?
CERTIFIED FINANCIAL PLANNER | Certified Exit Planner | Podcast Host | Empowering Entrepreneurs and Dental Practice Owners to Become Wealthier & Happier
Tax Day (April 15) will be here before you know it. That’s why in this newsletter we’re diving into tax-efficient retirement strategies and capital gains taxes. Read more about how to increase your confidence through strategic financial decisions below.
Monthly Market Insights
Stocks saw modest gains last month as positive economic data and upbeat Q4 corporate reports helped support prices.
Tax-efficient Retirement Strategies
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes.
Capital Gains Tax Explainer For 2024
Capital gains tax applies to stock market investments but also to real estate, cryptocurrency, jewelry, and coin collections. How long you’ve held a capital asset, and your income will determine the amount you’re taxed on capital gains.
How Can Greater Financial Confidence Help Your Overall Confidence?
What is financial confidence? Learn more about how your financial confidence is linked to your overall emotional confidence.
If you have any questions about the contents of this newsletter please feel free to message me.
-Steven Huskey, CExP