Tax Facts

How 9 Financial Planners Handled Tough Client Situations

ByJane Wollman Rusoff

April 19, 2023

“It’s important that the financial plan is the ‘diagnosis’ and the investment is the ‘prescription,’” arguesTaylor Schulte, founder of Define Financial, specializing in helping reduce retirees’ tax bills, in an interview with ThinkAdvisor. “Consumers need to … make sure that the financial plan is done first and the investment recommended after that.”

Tax Facts Premium Tools
Calculators
100+ calculators specifically designed to help you easily assist clients with specific planning situations and calculations.
Practice Guidance
Designed to help you discover new ways for which to build and maintain client relationships.
Concepts Illustrated
Specifically designed to help you easily assist clients with specific planning situations and calculations.
Tax Facts Archives
Access to the entire library of Tax Facts dating back to 2012 allowing you to look up the exact tax figures from prior years.