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Keeping Your Plan In Balance

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Investments

No matter what type of investor you are, it is important to keep your plan on track. Revisit your asset allocation periodically (every year or two, depending on market conditions) and see whether it needs adjustment. You should also periodically re-examine your risk tolerance and investment profile, especially as you get closer to your goal. You may discover you need to tweak your portfolio’s risk exposure over time.

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Year End Financial Planning

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Finances

The best financial decisions are made with the benefit of time, thoughtful consideration and trusted professional advice. As tax time once again approaches, there are many things you can do to give you the flexibility to make the best long term financial decisions and prepare to minimize expenses, taxes and the headache of organizing your finances at the last minute.

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Tax Aspects Of Working At Home

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Tax

How much of their home office expenses can be deducted is one of the most misjudged tax questions faced by home workers. The reality of home office expense deductibility is much more complex than the common perception.

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Implementing A Cafeteria Plan

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Business

Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to select the benefit programs they prefer.

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Traditional and Roth IRAs - Which Is Right For You?

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Retirement

There is a wide variety of tax-advantaged ways for individuals to save for retirement. Because of their income tax benefits and because IRAs are so easily established, they have become one of the most often used retirement savings vehicles available today. Recent tax laws, however, have created three very unique types of IRAs the Traditional IRA, the Non-Deductible IRA and the newer Roth IRA.

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Mortgage Basics

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Consumer Finance

Many home buyers search for a home they want, then apply for a mortgage and hope for the best. A better approach is to find out how much mortgage you can qualify for, then look at homes that you know are within your price range.

You will probably save time, aggravation and money by having your lender tell you the size of mortgage you qualify for and the likelihood that you will be approved. Pre-qualification may also give you added bargaining power with the seller if he knows there will be no delays in closing the deal.

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More News

  • Tax Aspects Of Working At Home (Tax)
  • Choosing A Business Continuation Plan (Business)
  • Loss Of A Key Employee (Business)
  • Living Expenses In Retirement (Retirement)
  • What Is The Coverdell Education Savings Account (ESA) (College)
  • The Basics Of Retirement Planning (Retirement)

Our Founder

Knowing what's happening is Good. Making it happen is Better.

Our Founder
Roy Smith

Founder/CEO
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Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.
Our Company

Our Agency is composed of insurance professionals who offer high quality insurance products and retirement planning services to meet your goals and budget. We'll help you understand every step in the process..


Knowing what's happening is Good.
Making it happen is Better.

Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Our Agency

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

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