FAQs2020-06-10T16:40:05+00:00
Business Advice2020-06-04T16:00:28+00:00
  • I want to start a business, where do I start, what do I need to do?
  • What are the tax savings of a qualified retirement/cafeteria plan?
  • What are my new business start-up costs?
  • Should I lease or buy equipment?
Retirement and Qualified Plans2020-06-04T15:59:27+00:00
  • How do I evaluate company pension payout options?
  • Compare a Roth IRA to a traditional IRA. Should a conversion be made?
  • What is my projected required minimum distribution?
  • What is the impact of an early withdrawal from my retirement plan?
Estimating Tax Liabilities2020-06-04T15:58:52+00:00
  • What is my potential tax liability?
  • How much of my social security benefit may be taxed?
  • What are the tax implications of paying personal interest and mortgage interest?
Paying for College2020-06-04T15:57:44+00:00
  • When should I begin saving for my child’s college education?
  • How much should I be saving for college?
  • What are the advantages of college savings plans?
Cash Flow and Dept2020-06-04T15:56:55+00:00
  • What is my current and projected cash flow?
  • What is my current and projected net worth?
  • Should I pay down debt or invest my monthly surplus?
  • How long will my money last with systematic withdrawals?
  • How long will it take to pay off my credit cards & loans?
  • Which is better, fixed rate or adjustable mortgage?
  • Should I refinance my mortgage?
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