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A Strategy That May Save You Thousands in Taxes This Year
Lucia Capital Group Weekly

A Strategy That May Save You Thousands in Taxes This Year

January 23, 2020

Of all of the bills you pay in your life, your tax bill has to be one of the hardest. Unlike with your credit card bill, or your electric or water bill, you get virtually nothing in exchange for shelling out your tax money. So it stands to reason that you’d like to pay only the absolute minimum amount in taxes over the course of your lifetime, if at all possible. At Lucia Capital Group, we love a good strategy – especially a tax strategy. If you’re in a somewhat high tax bracket, and you want to make a gift to someone in a lower bracket – like maybe your kids – you may be able to do it in a way that benefits both the recipient and yourself.
Why Tax Knowledge Is Power
Lucia Capital Group Weekly

Why Tax Knowledge Is Power

January 16, 2020

You’ve probably heard the phrase “knowledge is power” many times in your life. It’s one of the few near-clichés that’s actually packed with truth. The more you know, the more power you have – either literally or figuratively. The phrase fits especially well when it comes to taxes. Many people find the very concept of taxation, or at least anything beyond the most basic elements of it, to be out of their realm of understanding. And it IS complicated. But sometimes all it takes is a little specialized knowledge in a few key areas for you to put yourself, potentially, in a much better financial situation, both now and in the future. So what is this tax knowledge? What do you need to know that could maybe save you from greatly overpaying your tax bill?
Three Smart Money Moves to Make in January
Lucia Capital Group Weekly

Three Smart Money Moves to Make in January

January 9, 2020

The 2020’s have begun, and you may have some wonderful new opportunities for financial planning! While some may tell you it’s never too late to get started, when it comes to money in general, and taxes in particular, waiting to take action may be the worst thing you can do. So now that the yearly calendar has reset, it’s time to think about a few things that you might do to potentially make this year a little more financially rewarding, and maybe a little less taxing as well. January can be a particularly good time, because by planning now, you still have (almost) the entire year to make any necessary course corrections along the way. If you wait to get started, your window of opportunity becomes much smaller. With that in mind, “Professor” Rick Plum is here to give you three smart money moves you should consider making in January.