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.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Knowing the rules may help you decide when to start benefits.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's a breakdown of how the federal government spends your tax money.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Estate conservation is too important to put off. Do you have a smart exit strategy?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Pundits say a lot of things about the markets. Let's see if you can keep up.