Important Milestones - 2023

Knowing Milestones Makes All the Difference

Being aware of important milestones can significantly impact how you manage your finances. This is especially critical with taxes, care credit, and inheritance. Knowing these crucial events can assist you in preparing ahead, avoiding costly errors, and seizing all possibilities to handle your money effectively.

Our blog will discuss why it is critical to be aware of these significant events and provide a guide to some of the most essential dates and occurrences to keep track of.

This article is beneficial for anyone who wishes to stay in control of their finances, whether you are a business owner, caregiver, or someone looking to remain financially organized.

Important Milestones

Simplify the Finances - Empoyer Your Life

We are a team. We are Partners. Stronger together as one.

Our clients are the CEO of their life and we are their personal Chief Financial Officer (CFO). A good CFO knows their financial technicals, but a great CFO also understands the CEO's vision, strategy, goals, objectives, obstacles, and risks.

Our client relationships work the same way.

To be the best personal CFO for you, we have to see life through your perspective and we need to collaborate with you to do so effectively.

Andrew Lippert, CFA®, CFP®, EA - Founder, CEO, & Lead Financial Nerd 2401 Lafayette Ave Greensboro NC 27408 United States of America

Let’s get your financial life in order

© 2023 SimplifiedWealth
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.
Made on