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.
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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
Being healthy not only makes you feel good, it may also help you financially.
A quick look at how federal income taxes work.
Ascertaining the value of your business is important for a variety of reasons.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Understanding how capital gains are taxed may help you refine your investment strategies.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
What does your home really cost?
There are nearly 1,200 ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.