Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. Solve a mystery while learning how important your credit report is with this story-driven interactive.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. Use this calculator to compare the future value of investments with different tax consequences. If you died, what would happen to your email archives, social profiles and online accounts?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly. Estimate the potential impact taxes and inflation can have on the purchasing power of an investment. Use this calculator to compare the future value of investments with different tax consequences. If you died, what would happen to your email archives, social profiles and online accounts?
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Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets.
During the past year, one survey found 22% of workers have changed the age at which they expect to retire. The vast majority said they plan to retire later. One survey found that 64% of today's workers expected that their personal savings outside their IRAs and employer-sponsored retirement plans, and investments will be either a major or minor source of retirement funds.
Tip: One key difference between a will and a living trust is when they take effect. A will takes effect when you die; a living trust takes effect when you execute it, and begins to operate when you transfer assets to it. Healthcare documents spell out your wishes for health care if you become unable to make medical decisions for yourself.
Paying for a funeral can be a financial burden on a family. Make sure your estate management will provide them with sufficient funds to cover this important cost. If you have a family who relies on your income, it's critical to consider having enough life insurance to provide for them after you pass away.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you. A good place to start is with two important tax concepts: credits and deductions. As tax credits are usually subtracted dollar for dollar from the actual tax liability, they potentially have greater leverage in reducing your tax burden than deductions.
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Scott Urwiler
Mar 30, 2021
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Feb 23, 2021
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Jul 15, 2018
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Jan 17, 2018
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Jamin Wunderink
Sep 27, 2013
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I have used Padden Cooper CPAs for the past 3 years for my personal tax return and Business. They are easy to work with, professional and knowledgeable. I compared turbo tax and the return from Padden cooper and they significantly increased my return and more than covered the cost to use them. USE THESE GUYS!!!!
