shorts

Age Test: The December 31st Rule

Did you know that your child's age on December 31st determines whether you can claim them as a qualifying child? 🎂

This short provides a Simple, clear answer and explains a common mistake parents make. A Sound approach means understanding that timing matters for tax planning. Get answers to more questions by visiting our full FAQ guide at the link below.

Visit Our Full FAQ Guide: https://www.safesimplesound.com/faq-about-qualifying-children-tax-dependency/

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DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.

Financial Foundation Snapshot

Feeling the weight of financial uncertainty, or perhaps just a desire for clearer direction? Many believe they must choose between confronting financial anxieties or simply avoiding them. At S3, our Constitutional approach helps you do both: systematically acknowledge your current financial reality and connect it directly to your deepest aspirations.

Investment Planning Edition Episode 2 - What Are Asset Classes?

YouTube Resources What Are Asset Classes? The Beginner’s Guide to Building a Stronger PortfolioI recently sat down with a new client, a bright and successful professional who felt completely lost when it came to their investments. “I keep hearing terms like stocks, bonds, and diversification,” they said, “but I

Discover Investment Philosophy

Are you measuring your financial success against market benchmarks or against your actual life vision? The distinction is more profound than you might think. Many pursue financial growth by aiming to 'beat the market,' yet true financial resilience, like robust engineering, comes from designing a system that aligns

Advisor Interview Scorecard

Many evaluate advisors based solely on past returns – a 'traditional' approach focused on market comparisons. Yet, a truly 'sound' partnership considers both quantifiable results and the foundational philosophy driving those outcomes, ensuring alignment with your unique life vision, not just an index. Our S3 Constitutional approach

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Financial Foundation Snapshot

Investment Planning Edition Episode 2 - What Are Asset Classes?

Discover Investment Philosophy

Advisor Interview Scorecard