Kelly Crane CFP®, CLU, CFA, MBA | Source | Senior Vice President at Wealth Enhancement Group
Kelly Crane CFP®, CLU, CFA, MBA
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.
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Wealth Enhancement Group (https://www.wealthenhancement.com)
Senior Vice President -
Napa Valley Wealth Management
President & Chief Investment Officer
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Mortgage Interest Deduction: What You Need to Know for Filing in 2022
(TNS)—Buying a home has never been more expensive, but if you can find one you can afford, there’s some good
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Those in higher tax brackets will benefit the most as they will see larger deductions.
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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.
