Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle you want now while keeping longer-term achievements on track. Staying on top of your career earnings by regularly benchmarking your salary to the market and effectively managing equity compensation are two areas where you can keep the income element growing and your wealth building. But an overlooked area is how much of your income you get to keep.
As income increases, it becomes even more essential to ensure that you are optimizing your tax planning. And a good tax plan doesn’t just happen in April every year. Proactive planning during the year, and a strategic plan that takes a multi-year view, can make a big difference in keeping your lifetime taxes as low as possible.
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