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
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What does the Tax Reform and Jobs Act mean for you?
Lifestyle considerations in creating your retirement portfolio.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.
How do the markets usually react to elections? Was the 2016 election any different?