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A Tax To Prepare For
(General/Articles)
... Section 1411). It would be easy to just wait and see how this affects you but there may be some planning opportunities to discuss with your advisor. But first, let me define the issue. In 2013 the law ...
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What is Your Long-Term Care Plan?
(General/Articles)
... care costs are becoming a large piece of the retirement planning puzzle. The common misconception by many is that Medicare will cover nursing home or in-home care costs when in reality, it will only ...
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Estate Tax Trouble in 2010
(General/Articles)
... between spouses to maximize the utilization of the 2010 cost basis step-up Determine if documents maximize current year planning opportunities but retain the flexibility to account for retroactive estate ...
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Take Control of College Costs
(General/Articles)
... The days of students simply paying their own way through college via entry-level jobs and summer savings are fading quickly. Planning and preparing for college is now a family affair and like any other ...
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Estate Planning Mistakes
(General/Articles)
I was at a charity event this past weekend and a friend was bidding on the silent auction item of time with an estate planning attorney. They said it was finally time to talk about taking care of their ...
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About
(General/About)
... small business owners, corporate executives and high net-worth individuals. We specialize in comprehensive strategies for financial planning, investment management, and tax planning. We cultivate ...
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Services
(General/Services)
We believe that clients are really making two decisions when they hire us, and they are not mutually exclusive. Wealth management is ongoing financial planning, as well as investment management. ...
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Partner Links
(General/Resources)
Earl H. Cohen, Attorney at Law Providing legal services in the business and estate planning arena. www.mansfieldtanick.com Talley Flora Expert hiring resource for small and medium sized ...
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Our Process
(General/About)
... values. If we choose to work together, a client first completes our personal financial planning package and attaches appropriate documentation. We then begin the financial planning process by developing ...
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How should I judge your performance?
(General/FAQ)
Sitting on your side of the table, you should judge us by how well we communicate and collaborate with you, how well we address your overall planning needs, how well we prepare you for the softer side ...
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Ongoing Services
(General/Services)
While the initial financial planning and investment management is a good start, clients continue to have financial issues arise that need additional attention. We encourage our clients to call us first. ...
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Fees
(General/About)
... portfolios with a minimum value of $250,000. initial comprehensive financial planning services are established at an hourly fee or on a project-oriented basis. Typical fees average $5,000, and can be ...
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Meet The Team
(General/About)
... solutions. Jon is also a co-founder of Cornerstone Private Asset Trust Company, LLC, which provides trust services. Jon is a member of the Financial Planning Association and former board member. He also ...
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Tax Planning
(General/Services)
Since our firm is partially owned by an accounting firm, building an integrated tax and investment plan is important to us. Tax planning is a significant factor in overall investment performance, as taxes ...
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Financial Planning
(General/Services)
Our goal is to help clients assess where they are today and where they want to be tomorrow as well as to provide the tools to meet those goals. Keep in mind that financial planning is a process and not ...
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Welcome
(General/main)
... freedom to balance family, work and play. True financial planning must incorporate investing with your unique goals - and those of your family - so that you get a return-on-investment and a return-on-life. ...
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Your Children Will Thank You
(General/Articles)
... the same rules as they were previously – they can roll retirement accounts into their name and delay distributions until they turn 70 ½. The planning opportunity here is to name a spouse as the primary ...
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And Now, In With The New (Tax Laws)
(General/Articles)
... to take a distribution in 2009 and therefore will have a lower tax bill (although if you turned 70 ½ in 2008 and were putting 2008’s RMD off until 2009, you still need to take that one). One planning ...
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The Biggest Estate Planning Mistake
(General/Articles)
Based on my title this had better be one behemoth of a problem. In 2005 I wrote an article for the accounting firm’s newsletter titled Reflections of You (I have included it in this newsletter for your ...
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The 2008 Red Zone
(General/Articles)
... these issues are moving targets that need to be continually addressed until you are comfortable in your decisions. Remember, financial planning is not a one-time event, but an ever evolving mosaic of ...