Am I Paying To Much in Taxes?

Most people think about taxes in April… after the bill is already set.

Real tax planning happens before year-end — not when you file. It’s about timing:
• When you realize income
• When you take deductions
• When you complete Roth conversions
• When you make strategic moves that shape the outcome

You can’t fix last year. But you can still shape this one.

Action step: Pull out your recent tax return. Did anything surprise you? Write it down. That becomes this year’s planning opportunity.

Financial planning. One thing at a time.

For more educational resources — or to have a thoughtful conversation about your situation — schedule a Fit Call and lets chat.