008 The Take

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In this episode, KT discusses:

  • What does “the take” mean?
  • Why you should keep an eye out for tax exempt investments

Key Takeaways:

  • When the tax rate change is all said and done, those with the higher tax rate can benefit from using tax exempt investments
  • When you make an investment, look at the net result to determine the true success of it

 

“It’s important to know what you’re actually making from an investment.” – KT Thomas

Connect with KT Thomas: http://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money

 

Show Notes by Show Producer: Anna Nygren

Audio production by Turnkey Podcast Productions. You’re the expert. Let us help you prove it.

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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