950 John Daly Boulevard
Suite 380
Daly City, CA 94015

Tax Advice, Inc.

(650) 756-3000

 
The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds

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

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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.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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

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

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Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Should I Invest in Gold?

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

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