shorts

Child at College? The Residency Test

Does a child going away to college still meet the residency test for tax purposes? 🏠

This short provides a Simple, clear answer and explains the 'main home' concept. A Sound approach means understanding that residency is about family unity, not just geography.

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.

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

Discover Your Financial Architect Archetype

Discovering your unique "Financial Architect Archetype" isn't about fitting into a box, but understanding your innate strengths – whether you're a Vision-First Director or a Both/And Synthesizer. This constitutional approach helps you move beyond reactive "either/or" choices, empowering you to make

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Investment Planning Edition Episode 2 - What Are Asset Classes?

Discover Investment Philosophy

Advisor Interview Scorecard

Discover Your Financial Architect Archetype