Jan 10, 2025 | Business Planning, Financial Planning, Tax Planning
Stay Ahead of the Curve: The Essential 2025 “Important Numbers” Guide At Strategic Wealth Design, we understand that financial success is rooted in knowledge and strategic planning. We are excited to present our Annual “Important Numbers” Guide...
Dec 18, 2023 | Business Planning, Financial Planning, Tax Planning, Topics
At Strategic Wealth Design, we understand that financial success is rooted in knowledge and strategic planning. We are pleased to re-introduce our Annual “Important Numbers” Guide for 2024—a two-page resource designed to empower you with...
Jun 2, 2022 | Blogs, Financial Planning, Physicians/Dentist, Tax Planning
Most dentists that we work with have grown their practices and incomes over the years, even paying off their debts. Additionally, some have been practicing as independent contractors and want to set up and build their own practices. But most of them have one thing in...
Jun 12, 2021 | Blogs, Market Updates, Tax Planning
Are you tired of hearing about taxes? Me too. But here we are. Let’s dive in. So, we’ve got dueling infrastructure bills, plus a big proposed budget with lots of spending (and higher taxes inside). That’s a lot of expensive legislation on the table....
May 21, 2021 | Blogs, Market Updates, Tax Planning
How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If you’ve noticed the price of a thing increasing over time (say, your favorite candy bar or the cost of college tuition), that’s...
Mar 12, 2021 | Blogs, Tax Planning
So, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in. The $1.9 trillion bill called the American Rescue Plan Act of 2021 includes stimulus checks, child tax credits, jobless help, vaccine-distribution money, healthcare...
