Tax Forms
Checklist Tax Forms 2024
Download our checklist for filling out the tax return for 2024. On it, you will find all tax deductions and the necessary documents for filling out the tax return in a clear format.
Financial Knowledge
Basic Knowledge of Personal Finances
Our basic course "Understanding Finances, Simplifying Life" provides an introduction to personal financial management. We combine financial psychology with some key theories of financial management. This results in a simple guide to critically questioning one's own attitude towards money and practical recommendations for common financial decisions. The course is interactive. The underlying presentation can be downloaded here
Wealth management - From Saving to Investing
The necessity for retirement provision compels us to build wealth. In traditional family models, pitfalls lurk for retirement provision. Although one's own pension fund often constitutes the largest asset, it is largely overlooked by most people.
Additionally, wealth provides financial freedoms, such as working less, retiring earlier, or realizing personal desires and goals. Learn how to determine your investment strategy, and how important taxes, fees, and your investment horizon are in this context. Discover which providers are right for you and how to implement a simple and cost-effective fund strategy.
