Colleyville, TX (PRWEB) February 28, 2013
Wakeley Financial Services is counseling customers on which financial practices will result in financial success in 2013. Wakeley believes education is the best way to cultivate success in finance. The National Foundation for Credit Counseling’s 2011 Consumer Financial Literacy Survey says, seventy six percent of Americans agree they would benefit from having basic financial education and information. An investment in financial education is just as important today as it was in 2011.
Wakeley has listed six things to discuss with a financial adviser to help cultivate success this year.
1. Evaluate Roth Conversion
2. Realize Capital Gains
3. Evaluate Dividend Income
4. Consider Alternative Minimum Tax (AMT) Favorable Investments
5. Identify Wealth Transfer Opportunities
6. Reposition for Medicare Excise Tax
Dependent upon individuals’ situations, each change or discussion can result in smarter investing and ultimately, better savings. The financial climate changes daily, and more so these days. This is why it’s important to have a financial advisor to stay updated and help to make sense of it all.
Wakeley Financial Services is available for Colleyville, TX and surrounding areas. They have taken the approach of being a ‘financial hub’, offering themselves as a single point of reference on all aspects of financial planning and wealth management. Please visit http://www.wakeleyfinancialdfw.com for contact information.
<br>About the company:<br>Wakeley Financial Services was established in 1969 as a family business and continues to be family owned and operated today. They are a comprehensive financial consulting firm committed to helping people pursue their financial goals. They offer a wide range of financial products and services to individuals and business owners. They believe you will be better able to identify goals and make sound decisions to help reach them by providing sound financial information. Please visit their website http://www.wakeleyfinancialdfw.com for more information.