Annuities

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By |2019-01-09T13:48:32+00:00January 9th, 2019|Uncategorized|0 Comments

Financial Planning

Can you afford a home? As a financial planner, many clients request our help in determining the affordability of a home. When considering whether a home is affordable, we oftentimes are asked to consider how the initial down payment, monthly mortgage payment, and the annual maintenance of the home impact the financial future of the [...]

By |2019-01-12T17:24:32+00:00January 3rd, 2019|Uncategorized|0 Comments

Insurance Planning

A key component that is oftentimes overlooked by many financial advisors when creating a financial plan is the use of life insurance to protect the integrity of a family’s financial goals. One of the key risks of a family failing to meet their future financial goals is the lack of financial resources in place to [...]

By |2019-01-03T15:51:38+00:00January 3rd, 2019|Uncategorized|0 Comments

Investment Planning

Investment Planning I have many clients employed by publicly traded Fortune 500 companies.  When my clients begin their careers, their compensation plans are normally composed of a base salary with performance-based cash bonuses. As my clients progress through their careers into departmental supervisory and managerial roles, compensation bonus payouts generally tend to become more complex [...]

By |2019-01-02T20:44:08+00:00January 2nd, 2019|Uncategorized|0 Comments

Tax Planning – Section 199(A) Qualified Business Income Deduction

There was an interesting tax cut that passed through businesses as a result of the 2017 Tax Cuts and Jobs Act called Section 199(A) deduction or the Qualified Business Income Deduction. Section 199(A) of the internal revenue code provides many taxpayers a deduction for qualified business income from a qualified trade or business operated directly [...]

By |2019-01-03T15:50:05+00:00January 2nd, 2019|Uncategorized|0 Comments