Conversations for Financial Professionals - A Practical Guide to Comparing Different Investment Strategies – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money

A Practical Guide to Comparing Different Investment Strategies – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Money

04/18/18 • 11 min

Conversations for Financial Professionals

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undefined - A Practical Guide to Comparing Different Investment Strategies – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bett...

A Practical Guide to Comparing Different Investment Strategies – Part 3 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bett...

TODAY’S TOPIC: A Practical Guide to Comparing Different Investment Strategies – Part 3
Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an email)
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Here are the elements of an investment policy statement (“IPS”). This should be the backbone of your investment strategy.
Risk & Return Preferences
Liquidity Needs
Time Horizon
Other Constraints (Legal, Tax, etc.)
TOOLS FOR GROWTH
* Want to connect with others that think like you? Join my Facebook group: “Creating Your Roadmap to Financial Contentment” —

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undefined - How to Legally Lower Your Taxable Income - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and wit...

How to Legally Lower Your Taxable Income - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and wit...

TODAY’S TOPIC: How to Legally Lower Your Taxable Income
Hosted By: Dominique J. Henderson, Sr., CFP® (Send me an email)
Get Alerts at:
Link to Show Episode (For mobile users)
Taxes, taxes, taxes...
“How can I reduce what I owe?” is probably the first question that comes to mind. The next should be how do I do it legally. (No, really...)
If you’ve ever been through an IRS audit you know what I mean, there’s no one that enjoys these. In this latest episode, I talk about some tax strategies you could employ given the new tax law and some of the changes that impact you.
Here’s what you should know about tax strategy...
It happens year-round. If you want to save the most amount of money you need to --- Send in a voice message: https://anchor.fm/dom-the-maven/message