Financial Services from a Tax Perspective
No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents.
I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others.
It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding the value of a home warranty.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, cracking the code on bonds.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
It’s never a bad time to speak with your financial advisor about changes in your situation.