Broker Check

950 John Daly Boulevard
Suite 380
Daly City, CA 94015

Tax Advice, Inc.

(650) 756-3000

 
Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A

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

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

View all videos arrow