2018 Tax Guide for Holistic Financial Planning | Personal Capital
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Personal Capital 2018 Tax Guide for Holistic Financial Planning

Most Americans hate to think about taxes. Understandably, they find tax management complex and overwhelming – viewed as a necessary evil to deal with every time April comes around.

But what if you approached taxes with a different philosophy? What if you thought about the long-term impact of tax planning and actively managed your taxes throughout the year in order to improve your tax outcomes today and over the years to come?

The Personal Capital 2018 Tax Guide for Holistic Financial Planning is designed to help you approach taxes within the framework of holistic financial planning, including retirement, health care, legacy and estate planning, and more.

Taxes intersect many aspects of our lives, and at each intersection, there is another opportunity to increase the amount of money you ultimately get to take home or pass along.

Read our free Personal Capital 2018 Tax Guide for Holistic Financial Planning to learn more.

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This blog is for informational purposes only; we are not in the business of providing tax or legal advice and we generally recommend seeking the advice and counsel of a tax professional before taking any action that may cause a material taxable event.

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

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This year, my top financial priority is:

Building my emergency fund
Paying off high-interest debt
Budgeting better
Saving for a short-term goal, like a vacation or new car
Increasing my investment contributions
Maintaining status quo - I’ve got this under control

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