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TAX PLANNING

If there is one umbrella that can cover all areas of your financial plan, it's taxes. No one is obligated to pay more to the IRS than they must. Having an understanding of taxes and a financial professional to guide you may limit what you owe. Everyone's situation is different but no matter what your financial scenario is, or what amount of assets you've saved, planning for taxes is an important piece of every financial plan. 

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Econ Wealth Management is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.  Information presented is believed to be factual and up to date.  Some of this material was developed and produced by FMeX to provide information on a topic that may be of interest. FMeX is not affiliated with EWM, a SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.  Econ Wealth Management is not engaged in the practice of law or tax preparation and no comments should be construed as legal and/or tax advice. Estate planning and tax information provided is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. EWM and its employees are not affiliated or compensated by any other company or charity mentioned on this website.

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