Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA

Financial Planning Tag

March 15, 2018

in Financial Planning, Tax planning

by John

How about them Tax apples? Using your tax bracket and tax-diversified savings to harvest tax savings.

Tax. I know of only two types of people who use the word with any sort of glee - accountants and Scrabble players. As with many disdainful or boring subjects, we often pay as little attention to our taxes as possible. This is unfortunate. Taxes

March 9, 2018

in Goals

by John

How a teacher and small business went with their 2 kids to Asia for 4 months.

Have you ever vaguely thought that financial planning is something you should do, but you weren't actually sure what it was? In this post, I tell a story of one facet of financial planning: setting and achieving goals. In this case, I will tell the

Financial Planning Tag

How about them Tax apples? Using your tax bracket and tax-diversified savings to harvest tax savings.

How a teacher and small business went with their 2 kids to Asia for 4 months.

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