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Blog

Allen Taylor | Feb 6, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Allen Taylor | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Allen Taylor | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Allen Taylor | Jan 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Allen Taylor | Dec 16, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Allen Taylor | Dec 9, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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Allen Taylor | Dec 5, 2022

How can a Financial Advisor Assist me with Lowering Tax Liability?

Tax Planning

With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax

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Allen Taylor | Dec 2, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Allen Taylor | Nov 28, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Allen Taylor | Nov 25, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Allen Taylor | Nov 21, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Allen Taylor | Nov 18, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to become our clients' trusted advisors.

 

Locations

Birmingham, AL Office
2100 Riverchase Ctr, Suite 408
Birmingham, AL 35244

Booneville, AR Office
1623 Ridgeview Dr
Booneville, AR 72927

Lake Charles, LA Office
4902 Ihles Rd, Suite C
Lake Charles, LA 70605

Houston, TX Office
4328 West Alabama St
Houston, TX  77027

 

Contact Info

Email | info@wsllc.us

Birmingham, AL Office
Phone | 205-397-3333
Toll-Free | 866-746-6839

Booneville, AR Office
Phone | 479-675-6089

Lake Charles, LA Office
Phone | 337-477-3721
Toll-Free | 800-460-6299

Houston, TX Office
Phone | 713-621-7563

 

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Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC.  Investment Advisory Services offered through Csenge Advisory Group (CAG), Registered Investment Advisor.  Wealth Strategies, LLC, is not affiliated with LSF or CAG.  This site is published for residents of the United States only.  Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact Allen Taylor at 866-746-6839 or allen@wsllc.us.

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