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Finances 2026: Your professional guide for a successful year ahead

As your independent financial partner, we offer you a comprehensive overview of the most important financial developments and optimization opportunities for 2026. Our expertise enables you to make well-informed decisions and actively shape your financial future in the year ahead.

Strategische Budgetplanung

Strategic budget planning 2026: 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

Old-age provision: Optimizing your pillar 3a

Take advantage of the maximum contribution to get the most out of your tax benefits. Adjusting your monthly contributions can lead to significant savings in the long term.

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Krankenkasse Foto

Health insurance: Strategies to optimize your premiums

Health insurance premiums are continuing to rise, so regular comparisons are worthwhile. The new premiums will take effect from 1 January 2026, which could have a significant impact on your budget.

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Sachversicherungen

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

Tax optimization 2026: 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

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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