Please browse around and take time to learn about Tom and investing. Serving others to invest their money involves these traits: personal integrity, positive attitude, moral foundation, and a worthy vision. Estimate the future cost of an item based on today's prices and the rate of inflation you expect. How much life insurance would you need to produce a sufficient income stream for your family? Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Services
Tom Conneran established Conneran Financial Advising to offer an alternative to brokerage firms that call their clients with an 'investment of the week' or a conversation that ends with the "if you've got some money I think you should buy some" suggestion. Tom takes time to understand the goals you want to achieve with your money and recommends solutions that make sense.
Together, we will work to develop a plan and implement a process to achieve your financial goals. It is important that you, the investor, understand the steps we are taking to invest your funds. If I am unable to make sense of investing, then I may not be the right Financial Advisor for you. I will ask at our meetings, in person or on the phone, "what questions do you have".
A college savings plan is a type of qualified tuition program established under Section 529 of the Internal Revenue Code. College savings plans are established by states and typically managed by an experienced financial institution designated by the state. A college savings plan lets you save money for a child's college or graduate school education in an individual investment account.
At some point you may realize that as your business revenue increases you will want to have an economical and affordable retirement plan. There are many options. Tom will work with you, your accountant, and trusted advisers to recommend an economical set of alternatives for you and your employees. Simple, SEP, Safe Harbor 401k, Owner 401k and other solutions are just a few options.
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.
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