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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
It sounds simple, but paying yourself first can really pay off.
It's important to understand the pros and cons when considering a prepaid debit card.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This worksheet can help you estimate the costs of a four-year college program.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know how to set up your financial goals for success? This knight does.
When should you take your Social Security benefit?
What does your home really cost?
Here are five facts about Social Security that might surprise you.