This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan. This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data. Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Services
The financial plan allows clients to fully integrate all aspects of their financial lives. It includes advice in the following areas:. This area includes wills, trusts, Power of Attorney for health care and financial matters. A financial plan will compare your current asset holdings with a properly diversified mix of cash, bonds, stock and alternative investments.
After a successful corporate career, Charlotte A. Mullen, a Certified Financial Planner, established Strategic Financial Advisory Services in 1986. Strategic Financial Advisory Services offers planning services that can build wealth, eliminate debt, provide proper asset allocation and help in setting short and long-term financial goals.
Charlotte A. Mullen, owner of Strategic Financial Advisory Services, has been working with clients since 1986, providing advice in the areas of asset management, portfolio allocation, tax saving strategies and retirement projections. 1988 Certified Financial Planner - Conferred by International Board of Standards and Practices for Certified Financial Planners.
Private companies and government agencies that hold personal information are responsible for protecting that data, but even the most vigilant organization can be vulnerable. Moreover, once a data breach has occurred, "aftershock" breaches can continue for years as cyber thieves exploit stolen information.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews
Be the first to review Strategic Financial Advisory Services.
Write a Review
