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Simplifying Your Tax Planning:  Introducing the 1040 Tax Estimator for 2024 Tax planning can often feel like an overwhelming task, especially when dealing with complex numbers and multiple forms. To ease the burden and give you a clearer picture of your financial future, we’re excited to introduce the 1040 Tax Estimator. This simple and effective tool can help you estimate your taxes, whether you’re planning for a refund or calculating what you might owe the IRS. Why Use the 1040 Tax Estimator? The 1040 Tax Estimator makes tax planning easy by allowing you to enter key financial details—such as

The Importance of College Savings In today’s fast-changing educational landscape, ensuring your child has the financial means to pursue higher education is crucial. However, many parents struggle with where to start or how to make the best financial decisions for their child's future. At Vantage, we believe starting an educational savings plan early is essential. Like retirement savings, the sooner you start, the more time you have to grow your savings and ease future financial stress. Why Start Saving Early? Compound Interest: Starting early lets you benefit from compound interest, which can significantly boost your savings. Rising Education Costs:

Planning for Retirement? Meet the Future Value Calculator Retirement planning is no small feat, but with the right tools, you can take the guesswork out of your financial future. Enter the Future Value Calculator—a vital component of wealth projection that helps you visualize the growth of your investments over time. What is Future Value? Future value (FV) is the value of an investment at a specific date in the future, taking into account its initial amount, interest rate, and the time period it is invested for. By calculating the future value, you can estimate how much your current savings

The Cornerstone to a Wonderful Retirement: Strength & Conditioning By Michael Franks, Vantage Senior Wealth Advisor (2 minute read) I like to tell people, “I do not have a personality, so I lift weights.” Whether you agree with this assessment or not, the importance of strength training and quality of life is critical for your retirement years. You have been disciplined in your financial health to the point that you can finally retire. Congratulations! Retirement is a significant transition and a new beginning that can be filled with new adventures. Pursuing strength and conditioning even

  A Ray of Hope During Tax Season By Senior Wealth Advisor Michael Franks     Sources: https://tax.ohio.gov/individual/resources/scholarship-donation-credit https://charitable.ohioago.gov/Scholarship-Granting-Organization-Certification/List Vantage Financial does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. As always please remember investing involves risk and possible loss of principal and past performance does not guarantee future returns; please seek advice from a licensed professional.

Digital Fasting (2-min. read) By Michael Franks, Vantage Senior Wealth Advisor Unplugging to regain self-control. Welcome to the cyborg age! I was waiting in the doctor’s office the other day and everyone, including myself, had their nose buried in a smartphone. We are constantly bombarded by information, most of which is not pertinent to our lives and out of our control. You probably have heard of intermittent fasting as it is all the rage, but what about digital fasting? Unplugging from all connected devices for a day or even a weekend has many benefits. Primarily, it