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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Can you keep up with your children’s mobile slang?
Currency has been around for a long time. Here’s a quick history lesson.
How long does a $20 bill last?
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”