Kelly is the President, Chief Investment Officer, and Forbes Best-in-State Wealth Advisor, Kelly Crane, CFP®, CLU, CFA, MBA is driven to help investors pursue their targeted returns with the least possible risk. Kelly is the Chief Investment Officer of Napa Valley Wealth Management, Inc. and TrueNote Investment Advisors, Inc., both headquartered in the San Francisco Bay area.
Those in higher tax brackets will benefit the most as they will see larger deductions.16 February 2022
Planning for college education funding can get really complicated, so pull in your advisor to help with the best tax strategy. When and if you think you might be eligible for financial aid, you need an advisor well-versed in the complex matrix of regulations.14 June 2019