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Finances 2025: Your professional guide for a successful year

As your independent financial partner, we offer you a comprehensive overview of the most important financial developments and optimization opportunities for 2025. Our expertise enables you to make well-informed decisions and actively shape your financial future.

Strategische Budgetplanung - desktop

Strategic budget planning 2025: The foundation of your financial success

Exclusive tool: Use our advanced budget calculator and our professional budget template to plan your finances with precision.

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Altersvorsorge - desktop

Old-age provision: Optimizing your pillar 3a

Take advantage of the increased contribution ceiling to maximize your tax benefits. Adjusting your monthly contributions can lead to significant savings in the long term.

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Krankenkasse Foto - desktop

Health insurance: Strategies to optimize your premiums

Health insurance premiums will continue to rise in the future, so regular comparisons are worthwhile. The new premiums will take effect from 1 January 2025, which could have a significant impact on your budget.

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Sachversicherungen - desktop

Property insurance: Increased efficiency in your insurance portfolio

Moderate premium increases for car, household contents, and liability insurance, as well as growing product complexity.

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Steuern Foto - desktop

Tax optimization 2025: Maximize your savings

Our tax experts analyze your personal situation, identify potential for optimization, and support you in correctly filling out your tax report.

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Pensionskasse - desktop

Pension fund: Professional analysis of your pension statement

We show you specific optimization opportunities and guide you in terms of tax implications.

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