Suzanne DeWitt excels in crafting tax-efficient structures for high-net-worth clients and multi-generational families. As a private wealth manager, DeWitt provides her clients with a concierge-level service that delivers precise tax-saving opportunities and tax exposure with precision. With over 25 years of experience as a tax, legal, and business finance life coach, DeWitt excels in managing complex legal matters such as global tax minimization and cross-border wealth planning, providing her clients with informed decisions about their investments, income, and expenses to build and preserve their wealth over time.
The UBS 2022 Own Your Worth report shows that the pandemic has led to a cultural shift for women, with many reassessing their values and making more intentional choices in their lifestyle and investment decisions. Women are increasingly taking on more responsibilities at home and work, and they want to maintain the flexibility achieved during the pandemic to focus on their personal and financial well-being. The report also highlights that 68% of women surveyed are more committed to using their financial resources to align with their values and impact social change, whether through volunteering, charitable giving, or ESG investing.
The report shows that financial literacy is critical for families, starting at a young age. Florida has made a positive move in passing legislation requiring high school students to take a financial literacy course to graduate, providing a foundation for learning the basics of money management, avoiding debt, saving wisely, and investing for future needs and goals.
To achieve financial success, it is essential to have a realistic budget, live within your means, and develop a disciplined spending plan based on all resources. It is important to designate savings for emergencies and long-term financial goals and close the gap between spending and resources as soon as possible. By reflecting on past spending habits and investing more in the future, individuals can achieve financial success and provide additional income for future spending.
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October 12, 2023Diversity Fellowship Lawsuit Settled: A Win for Inclusion
