Take a deep breath, tax season is over.
You’re either walking away with a check in hand or a little less in your bank account. Either way – before you put this tax season behind you, let’s get better prepared for next year.
In this video, Nik Aamlid, CAP®, Wealth Advisor shares three tips on how the advisors of Pinnacle Wealth can help make your next tax season successful and far less stressful.
Knowledge is power, especially when you know the tools available to you and the tax situation you’re in. You don’t have to go another tax season feeling in the dark – let us be a resource for you to help empower you.
0:00 – Introduction
1:40 – #1 Know your tax bracket
3:01 – #2 Know the tools available to you
5:30 – #3 Have a plan
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Pinnacle Wealth is a Sioux Falls, SD based full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.
But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.