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Hidden Tax Secrets Bookcover

Hidden tax secrets that could save you thousands in retirement

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This comprehensive guide provides empowering tax strategies that will help you find ways to preserve your hard-earned nest egg and save you thousands in taxes along the way.

In This Guide You Will Learn:

How to Keep More of Your Hard-Earned Money During Retirement

  • • Master the Three Types of Retirement Accounts
    Which accounts to tap first (and last) to minimize your lifetime tax bill
  • • Discover Hidden Tax Breaks Worth Thousands
    Medical expense deductions that could save you real money
  • • Slash Your Capital Gains Taxes
    The simple timing trick that could reduce taxes on a single investment sale
  • • Strategic Withdrawal Planning
    The optimal sequence for tapping your retirement accounts
  • • Protect Your Social Security from Unnecessary Taxes
    Why up to 85% of your benefits could be taxable (and how to prevent it)
  • • Estate Planning to Preserve Your Legacy
    Annual gifting strategies that remove meaningful dollars from your taxable estate each year

Plus, real-life examples with concrete dollar amounts and a helpful glossary of tax terms.

This comprehensive guide is designed to help you learn about the powerful tax strategies that could make a big difference in retirement-yours free.

Elliott Homan

Vice President of Operations and Advisory Services

My Story:

Like many in our field, I was initially drawn to financial planning by the numbers. But what’s kept me here is the people. Over the years, I’ve seen how easily financial guidance can become disconnected from the lives it’s meant to serve. I wanted to be part of a firm where relationships come first—where we know our clients well enough to anticipate their needs, not just react to them. Novadius is that firm.

Why Novadius:

I joined Novadius to be part of something different. We started this firm to challenge the status quo of an industry where promises often go unfulfilled—firms claiming to offer “customized plans” and “deep client relationships” while managing hundreds or even thousands of accounts. That’s not us. At Novadius, we limit the number of clients we work with so we can deliver on what we promise. Every plan is tailored, every strategy is intentional, and every relationship matters. We treat our clients the way we treat our families—because that’s how it should be.

Family:

I live in Fairway, Kansas with my wife Michelle, our son Henry, our daughter Elizabeth, and our dog Rush.

Hobbies:

Outside of work, I enjoy spending time with family and friends. I’m also proud to serve on the Finance Committee at our church.

Education & Certifications:

  • B.S. in Accounting and Business Administration with a minor in Communication Studies, The University of Kansas
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Series 65 License
  • Life & Health Insurance License
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