Broker Check

950 John Daly Boulevard
Suite 380
Daly City, CA 94015

Tax Advice, Inc.

(650) 756-3000

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Keeping Summer Safe: Pool and Spa Safety Tips

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Insurance Needs Assessment: When You're Newly Married

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Dog Bites Neighbor. Now What?

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Asset Allocation

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

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for College

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

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Retirement Plan Distributions

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

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Choosing a Mortgage

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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