Ideas by Mike™

This is Tax Planning (Ep. 5)

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Did you know that over 56% of Americans now feel they pay more than their fair share in taxes?

This frustration is only growing. 

So, let’s dive into how you can approach tax planning to keep more of your hard-earned money!

Join Mike Milligan, CFP®, as he unpacks the history of taxes in the United States, the impact of tax planning on your financial future, and practical steps to take control of your tax liabilities. Follow along to hear about the partnership Ideas by Mike has to help you navigate your tax situation and how their holistic approach could help you reach your retirement goals.

Mike discusses: 

  • The historical context of tax rates in the United States and their current implications
  • How tax planning is the foundation of all real financial planning
  • The top 3 frustrations surrounding tax obligations
  • How their partnership with Holistiplan provides clients with comprehensive, personalized tax planning strategies
  • And more!

    • Resources:

    • “7 Facts About Americans and Taxes”

      • Connect with Mike Milligan, CFP®:

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      • Instagram: @ideasbymike
      • YouTube: Ideas by Mike 
      • 757-909-7151
      • [email protected]
        • ...more
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        Ideas by Mike™By Mike Milligan, CFP®