Wealth Management

Tax-Strategies High Income Earners Can Use To Lower Taxes

Tax planning gets way more complex as income and wealth grow. All the same, high-income earners can legally cut their tax burden while building long-term wealth by using the strategies we covered. Smart tax management through retirement accounts, investment strategies, charitable giving, and trust structures opens up big opportunities to save on taxes.

What is Private Wealth Management? Is It Right For You?

Private wealth management brings great benefits to people with substantial financial assets. This article shows how these specialized services go way beyond the reach and influence of standard financial planning. They provide customized solutions for high-net-worth and ultra-high-net-worth individuals.

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433 South Main Street, Suite 322, West Hartford, CT 06110

213 Court Street, Suite 601, Middletown, CT 06457

751 Straits Tpke. Suite 3002, Middlebury, CT 06762

34 Water Street, Suite 6, Mystic, CT 06355

Disclosures:

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the authors, Ben Fuchs and Fuchs Financial, providing such comments, and should not be a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in this commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal, or tax advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including the receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manage its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Fuchs Financial is not connected with or endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.

Fuchs Financial is not endorsed or affiliated with the Social Security Administration or an U.S. government agency.

All testimonials on this page are unpaid and unsolicited client testimonials. All clients have had a financial relationship with Ben Fuchs and Fuchs Financial for over 6 months and are providing their personal opinion. This may present a conflict of interest as each particular client’s testimonial may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. There was no compensation paid to the client for this testimonial. A client testimonial does not guarantee future investment success and should not be indicative that any client or prospective client will experience the same or a higher level of investment performance. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results.

ADV Part 2A & Form CRS |

Impact of Tariffs on Your Retirement

The Impact of The Election on Retirement Savings

Talking Retirement Anxieties with Scot Haney

Category: Wealth Management

Tax-Strategies High Income Earners Can Use To Lower Taxes

What is Private Wealth Management? Is It Right For You?

Impact of Tariffs on Your Retirement

The Impact of The Election on Retirement Savings

Talking Retirement Anxieties with Scot Haney

Category: Wealth Management

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