Skip to main content
CFP Board LMAP Logo
Favorites
Search Let's Make a Plan
Find a CFP® Professional
Please select a location from the dropdown.
Topics A-Z

Tax Planning

The less money you pay in taxes, the more you have to devote toward your financial goals. A big part of financial planning is tax planning, which can help you make the most of tax-advantaged savings opportunities and tax breaks, as well as help you manage your income and withdrawals to minimize the tax consequences.

A closeup of someone sitting in front of a laptop.

Preparing Your Finances for a New Administration

As a new president takes office, leadership changes bring a mix of optimism, uncertainty and speculation about what lies ahead for taxes, health care, investments and more. While no one can predict exactly how policies will unfold, taking a proactive approach can help you navigate these political transitions with confidence.

Find a CFP® Professional

Please select a location from the dropdown.

By executing a search, I agree to Terms and Conditions for the Find a CERTIFIED FINANCIAL PLANNER™ Professional Search