We all experience life events like purchasing a home, getting married, planning for college, paying taxes or dealing with the death of a loved one. These naturally have financial consequences and I can factor those life events into your over all financial plan.
I have design this page to help you understand some of the questions you need to be asking yourself. One of the advantages of working with my firm is that I believe in a holistic approach to life events; or should we call them unforeseen events, whether positive of negative, will most likely impact your financial house in some way.
"The hardest thing to understand in the world is the income tax."
Albert was and is right today. Together we will find out what tax are you in. Then, discover what your are actual rate you are paying. Then I will come up with a couple of holistic options that will give you some tax shelter today. Contact me today and set up an appointment.
A list of important dates from the federal tax calendar
"I was too old for a paper route, too young for Social Security and too tired for an affair."
I know for most social security is an overwhelming subject. How is social security going to play a role in your retirement. Contact me today and set up an appointment.
A successful marriage requires falling in love many times, always with the same person
Congratulations your on the path to share your life with someone special. Couples looking to tie the knot need to have serious conversations about finances. How much Debt are you and your soon to be bring to the relationship? Who has the best health plan? What will be your new tax bracket that you being marring into? Let me be part of this conversation to ask the hard questions.
"Divorce is expensive. I used to joke they were going to call it 'all the money,' but they changed it to 'alimony.' It's ripping your heart out through your wallet."
Our deepest condolences of the lost of your relationship. We want you to have the best advice by people that don't have an emotional interest and want to help plan your next steps of your new life. We highly recommend you begin to assemble a professional team. Three key members of your team should be Legal(Lawyer/Paralegal), Financial Planner(me) and Therapist/counselor. Congratulations you are one step closer to your new you by contacting me to be part of your Professional team.
Lawyers if both parties major disagreements
Paralegal is an affordable path
I Find this video amazing and heart touching when it comes to "Divorce and Children"
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