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 If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What can be learned from the savings rate?
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Military families face unique challenges, making personal finance even more critical.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?