CATEGORY / FINANCIAL PLANNING
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At HoyleCohen, we welcome an educated client. The more you know, the more you will be able to take advantage of our tailored process and capabilities.
The HoyleCohen Wealth Management blog, covers a wide range of topics designed to broaden your understanding of important financial matters. They also touch upon a variety of “life” topics to remind us all that wealth is not just about the money – it’s what we do with it that really counts.
Tax Cutting Tips: #3 Using Tax Losses
Using Tax Losses to offset capital gains and other income can be a great way to reduce your tax bill.
Tax Cutting Tips: #2 Pay Attention to Tax Credits
Think you might be overpaying taxes? Check out tip #2 of “5 Ways to Cut Your Tax Bill”
Successes, Obstacles, and Advice from Female Business Owners
Starting a business is a daunting task, and there are plenty of bumps on the road to owning a successful small business. And while men have less fear about taking the plunge into small business ownership, for many women, the “what-ifs” can be difficult to overcome.
Tax Cutting Tips: #1 Employer Sponsored Savings Plans
If you are fortunate to be working for an employer that offers tax savings plans, taking advantage of them is a great way to lower your taxes while saving for your future!
The Power of the Woman Investor
An increasing number of female accredited investors are leveraging angel investments to get a seat on the board of startups.
5 Ways to Cut Your Tax Bill
Think you might be overpaying taxes? Check out our upcoming series on “Ways to Cut Your Tax Bill”
Webinar: PIMCO PFLEX Fund Discussion
Check out our upcoming webinar focused on the PIMCO PFLEX fund with PIMCO Senior VP, Kevin Curtiss, and HoyleCohen’s Robert Lopez.
Women are Taking Ownership of Their Finances in a Post-COVID World
New research shows that since the COVID-19 pandemic, women’s attitudes towards money and investing have begun to shift.
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