AND FINANCIAL PLANNING
|We will act as your sounding board. We will review your
investment ideas with you and your investment advisor and suggest the best structure to
maximize your after-tax return.
Don't ignore the impact of taxes on your investments. While taxes should not drive your investment strategy, understanding how taxes affect your earnings will help you minimize taxes and maximize your return. Consider these items:
|Financial Planning |
(Use the excellent calculators at the end of this page.)
Start planning and
There are a few simple steps you can take to help reduce your worries.
The Magic of Compounding!
The $10,000 sounds very attractive, but the fact is that the penny doubled each day for 30 days adds up to over five million dollars. Of course, that is 100% interest compounded daily, a rate not available to most working folk. Nevertheless, you see the power of compounding your earnings.
Here are some easy-to-use calculators.
How much must you save each month for your retirement?
What will your Individual Retirement Account (IRA) be worth when you get ready to start drawing on it?
You can get rough answers to these and other questions very quickly by using the following calculators and a few estimates on your part. If we can be of help or answer questions for you, please call us.
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