Service Description

Come join us for a cup of coffee and a deep dive into Tax Planning and learning about Biblically Responsible Investing! Schedule: - Coffee Social (15 min) - Intro into Tax Planning (15 min) - Analyzing your paycheck to find hidden tax savings - Things you can do before you file for 2024 to save on taxes - Things you can do for 2025's taxes based on what we learned from 2024 - The expected macro tax environment for 2025 and beyond and what to consider doing now - How to set ourselves up now for tax freedom in retirement and later in life - Charitable tax strategies we can use today and tomorrow - Intro into BRI (15 min) - What is BRI? Why screen? A biblical view of investing. - Screening investments: Keep the good; replace the bad (inspireinsight.com and fundamental research) - Approaches to reconfiguring your portfolio: Methods for the DIY-er or conversation with your advisor - Drive-by talk about asset allocation & diversification + investor biases to watch for. - Q&A (15 min)