950 John Daly Boulevard
Suite 380
Daly City, CA 94015

Tax Advice, Inc.

(650) 756-3000

 
16 Wall Street Cliches in 60 Seconds The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities

We are focused on helping our clients with income tax planning and preparation, and the orderly and tax efficient accumulation, protection and transfer of their wealth. 

You have spent your working career building your nest egg.  As you approach retirement, you should think about Preserving Your Wealth through Income Tax, Investment*, Estate and Insurance planning With help from John Lazar, your Financial Professional.

When Benjamin Franklin noted that “It’s not how much you make that counts, but how much you keep," he was stating a simple but often overlooked rule of planning for your future.

Why Do We Say This Rule Is Overlooked?

Some Americans who are approaching retirement have not taken steps to protect what they have earned and saved over the years from unforeseen circumstances. 

Many have left how to pay the cost of long term care in the home or in a nursing home to chance.   These costs can be substantial and can ruin a couple’s retirement.  

Others have not rebalanced their investment portfolios and retain too high a degree of risk in their investment portfolios.

A solution is to develop a well balanced plan as you get close to retirement.

Start Today!

You have nothing to lose! The greatest risk you face as you approach retirement is to leave your assets unprotected from unforeseen circumstances. Don’t let procrastination and excuses rob you of planning for your retirement. The time to begin your planning is now!

To get started call John Lazar At Tax Advice Inc. (650)756-3000.

We Provide "financial relationships based on trust"

*These services are offered by John Lazar through his affiliation with HD Vest

 

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Succeeding at Business Succession

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

View all videos arrow