When you have a complex tax situation, there’s likely so much on your mind heading into tax season. Here are a few tips to keep in mind before filing your 2021 tax return. 1. Prep For An AMT Tax Bill Alternative Minimum Tax (or AMT) is a parallel tax filing system designed to ensure that […]
You’re investing for retirement, paying off debt, building up an emergency fund, saving for your kid’s college, and checking all the top financial boxes—now what? If you’re running a surplus each month, it’s so easy to simply funnel money into the basics (401k, IRA, etc.) but is that the best way to truly maximize your […]
Wingate Wealth Advisors is honored to have been named to CNBC’s 4th annual Financial Advisor 100 list for 2022, which ranks and recognizes the top-rated investment advisors in the country.
The list is based on a methodology developed by CNBC in partnership with data provider AccuPoint Solutions, taking into consideration data that’s culled from more than 39,000 RIAs. There was no direct or indirect compensation exchanged in connection with obtaining our ranking. To learn more about the methodology, click here.
