In a right world, every taxpayer would pay just enough in taxes so they don’t owe money to the IRS or get too much of a refund when they file their tax return. In other words, the sweet spot is kind of like Goldilocks...a small refund that’s just right!
Our Two Cents
The financial planning landscape can be pretty confusing. Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out who is in the business of EARNING their fee, vice collecting it. I believe in transparency and always acting in the best interests of my clients.