As the saying goes, it’s not what you make, it’s what you keep. A woman’s chances of achieving financial security — both today and for all the tomorrows to come — improves greatly with sound tax planning. These skilled financial planners, all of whom specialize in women clients, have some money-saving suggestions that, if you’ll pardon the pun, make a lot of “cents.”
THE IMPORTANCE OF TAX PLANNING
DAVID WINTERS: A DIFFERENT DRUMMER
DAVID WINTERS ACTION POINT
Stick with investors and companies that are built to last.
DAVID WINTERS: A DIFFERENT DRUMMER
More often than not, WEALTHTRACK guests march to the beat of a different drum. Wintergreen Fund’s David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett!
ED PERKS – A GREAT INCOME INVESTOR
ED PERKS: A GREAT INCOME INVESTOR
A reliable and decent source of income is hard to find but this week’s guest runs the venerable Franklin Income Fund, which has paid a monthly dividend since 1948. Perks, whose fund can invest in stocks, bonds, and other income producing investments, will tell us where he is finding the best income now.