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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Tax preparation may be the perfect time to give the household budget a check-up.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What kind of auto insurance should you have? Do you know?
In the face of divorce, making changes to insurance coverage may be overlooked.
How to help determine life insurance needs to provide for your family after you pass away.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
All about how missing the best market days (or the worst!) might affect your portfolio.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.