Life + Wealth Insights: Part Three

It's easy to think about taxes as something that happens once a year—for some, it's a full "tax season," while for others, it's a stress-loaded April 14th.

You gather your documents. You or your CPA prepares your return. You sign it. You pay what you owe.

Then you do it all again next year.

But there's a problem with thinking about taxes this way:

By the time you're filing your tax return, most of the decisions that affected your tax bill have already been made.