High-net-worth individuals (HNWIs) face unique financial challenges that require careful management. Learn about the top five mistakes made by HNWIs and how to avoid them with the help of financial advisors and comprehensive financial planning.
Tax & Estate Planning
Discover strategies for minimizing inheritance tax and leaving a lasting legacy for your loved ones. OneAscent’s financial advisors specialize in Biblical stewardship and legacy planning, helping you align your values with your financial goals. Learn how gifting, trusts, and proper estate planning can contribute to your assets are distributed according to your wishes and support God’s Kingdom in the world.
The Bible is not lacking in what it says about our financial lives, and taxes are no exception. Here is what the Bible says about paying taxes.
While varying in difficulty and urgency, each item on this retirement planning checklist is an essential part of preparing for the long-awaited “golden years.”
OneAscent now offers tax return preparation services! As we prepare to close out another year, here are several tax reduction strategies to consider.
An estate plan is arguably one of the most critical aspects of your overall financial strategy. An estate plan is not just about creating a will and trust – it’s about ensuring that your financial legacy lives on to care for family members, contribute to charities, and make a difference after you’re gone.
One of the most important services financial advisors provide is estate planning. If your advisor is helping you with investments, real estate, and tax planning, they likely have the best picture of your financial life to help you plan for your estate.
If you’ve worked hard to build up significant wealth for you and your family, the last thing you want to do is start giving pieces of the pie away to third parties. Tax planners, financial advisors, legal experts, and other professionals in the financial sector all want to be a part of your portfolio management. While it may be tempting to do it yourself (or at least as much as you can), there are many reasons why having a financial advisor is in your best interest.
Tax season is just around the corner, which has many of our clients talking to us about smart moves they can make to improve their tax filing for next year. One of the primary topics we typically cover is withholding, which often comes as a surprise. While your financial strategy shouldn’t focus solely on tax advantages, ensuring you’re not withholding too little or too much guarantees you can make the most of your income throughout the year.
Financial planning is a pressing demand that most of us feel throughout our lives. However, ensuring you’re meeting the proper milestones for your age can be tricky, especially if you don’t have someone to guide you along the way. So, at what age should you start planning for your financial future?