Marigny deMauriac, a trusted Certified Financial Planner™ and founder of deMAURIAC, is proud to announce her latest professional achievement: earning the Certified Exit Planning Advisor (CEPA™) designation
Discover the must-know year-end financial deadlines that can help you maximize tax savings and boost your wealth strategy. From Roth conversions to charitable giving, this guide breaks down key actions to take by December 31st to reduce taxes and make smart financial moves. Don’t leave money on the table—start planning now!
As the year-end approaches, it’s essential to proactively optimize tax strategies. Use this comprehensive checklist to ensure you are well-positioned to maximize tax savings and improve your financial health as this year comes to a close.
How retirement planning for business owners differs from retirement planning for employees.
Tips and information about retirement planning for freelancers, including the different plan options and helping freelancers save for retirement.
With a bit of time to prepare, you can enjoy the holidays and enter the new year feeling financially confident.