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.
I offer my clients multi-faceted solutions to address their growing financial needs. My company was founded with the single goal of assisting my clients in every aspect of their financial lives. I provide the most personal service available, thus earning a reputation for excellence in our industry.
I am an experienced professional who provides a "hands on" approach to financial guidance. Not only will you find me knowledgeable, but you will also discover that I truly care about addressing your financial objectives. As your Financial and Tax Professional, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.
My practice is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Preparing your own income tax return can be more than you bargained for, leaving you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
If you have any questions about your current financial or tax situation or wish to schedule an appointment, send me an email or give me a call at 708.424.4100.
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."
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There are common mistakes you can avoid when saving for retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A change in your mindset during retirement may drive changes to your portfolio.
It's important to understand how inflation is reported and how it can affect investments.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
There are things you can do to keep yourself safe when you lose your wallet.
When do you need a will? The answer is easy: right now.
Are you ready for retirement? Here are five words you should consider.
Pundits say a lot of things about the markets. Let's see if you can keep up.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.