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  • Writer's pictureNate Baim, MBA, CFP®

Tax Planning for Working Professionals

Managing the big risks in retirement requires planning

Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical throughout your career. It’s how you build a plan to help you realize the lifestyle you want now while keeping longer-term achievements on track. Staying on top of your career earnings by regularly benchmarking your salary to the market and effectively managing equity compensation are two areas where you can keep the income element growing and your wealth building.

But an overlooked area is how much of your income you get to keep.