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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Lifestyle considerations in creating your retirement portfolio.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
At what point can you call a personal vehicle commercial?
The federal government requires deceased individuals to file a final income tax return.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?
Take a look at this 2017 Market Recap.
Here’s a quick guide to checking to see if you have unclaimed money.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.