Financial Planning
Financial Planning consists of your long-term ambitions, with a comprehensive savings and investment blueprint for accomplishing those goals. It all starts with an intensive assessment of your present financial situation and expectations. Financial planning is a little bit broader, as it includes all aspects of your fiscal welfare, whereas retirement planning is more specific to your well-being after retirement.
- How can I plan for tomorrow when I can hardly pay for today?
- How much should I be saving & investing?
- What should a financial plan include … and then what’s next?
Tax Planning
In most people’s lives, taxes are commonly their highest expenditure. Our tax planning goal is to legally and morally find strategies that reduce your taxes from investing to and through retirement. Minimizing taxes should be an integral part of any retirement plan.
- How can I be intentional and plan ahead to minimize my taxes?
- How can I use RMDs (Required Minimum Distributions) in my retirement accounts?
- What do I need to know about this year’s tax changes?
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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