Taxes – You can’t avoid them, but you can plan ahead so you have fewer surprises. Ed Jastrem, Chief Planning Officer at Heritage Financial, joins with insight to help you make the most out of your tax planning strategies. Reviewing a tax return is the first step, and one of the most valuable steps, to creating a detailed financial plan. It serves as a baseline to do more advanced financial planning because it’s not just about what you make, but what you keep. In this episode we discuss this underrated and uber-valuable financial planning tool.<br />Why it is so hard to determine what tax bracket you are actually inHidden taxes you may be payingThings to do, and not to do, to improve your tax situationAge-based and special situations that cause pause to reflect on your tax planning strategies<br />We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.<br />*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!

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