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Adam Harding

OwnerHarding Wealth, Inc.

Tempe, AZ

Member Since September 2023

Skills

Financial Planning & Advice
Wealth Management
Behavioral Finance

About

Full-time dad (2x). Part-time wealth advisor. Delivered a baby once. Bootstrapped Harding Wealth from the ground up despite not wearing a tie even once.

Published content

Seven Tips These Experts Recommend if You Fear Capital Gains Taxes

expert panel

Don’t let the fear of taxes prevent you from becoming an investor. Whether it’s in real estate or the stock market, investing can be an exciting way to make more money. The gains you make on those investments can help fund further investments, help you save for a project you’re taking on or even contribute to your retirement. However, many people are nervous to invest because of the potential capital gains taxes they’ll have to pay — or the taxes owed on any profit made on the sale of a particular investment. According to the financial and investment experts of Kiplinger Advisor Collective, however, fear of capital gains taxes shouldn’t keep you from investing. Below, they explain why that is, as well as discuss their best advice for managing that fear and minimizing any capital gains taxes you may incur throughout your life.

Company details

Harding Wealth, Inc.

Company bio

Harding Wealth is a lot like many other boutique independent wealth management firms: we're a fiduciary, we don't sell products, and we focus on more than clients' investments (things like taxes, estate planning, real estate, and insurance). There are hundreds of great firms just like ours who do these things well. Our difference is pretty simple: We primarily work with women between the ages of 55 to 75. Why this demographic? Because we believe successful investing happens when the investor can thoughtfully align their purpose with their resources, and this particular demographic is often very good at defining their purpose (i.e. "what they want out of their time, energy, and money"). When investors and advisors can target a purpose and use financial planning and investments to serve that purpose, it's pretty fun.

Industry

Wealth Management

Area of focus

Wealth Management
Financial Advising & Planning
Behavioral Finance

Company size

2 - 10