It’s that time of year again.  And I’m not talking about Mardi Gras.  I’m talking tax season and it’s not nearly as exciting as carnival time.

Every year there are a few questions and conversations that come up with clients that I thought I’d discuss in these 3 short videos.  Don’t worry, this is not a super technical discussion.

If you fall into any of these categories than listen up:

  1. You have a non-retirement investment account
  2. You have a traditional or roth IRA
  3. You plan on getting a tax refund


Are you wondering how much you may owe in taxes?  How is your tax rate even determined?  Check out the 2018 tax rates.

Schedule a free portfolio review to see if you’re over paying taxes in your investment account


About Erik Garcia

Hi there, I'm Erik, avid Saints fan, and dedicated family man! I help individuals and families plan for a more prosperous and predictable financial future. Oh yeah, I'm also the Co-Founder of Garcia Financial Group, and Garcia Insurance Services.

Thanks for stopping by!!