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
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A Brief History of Estate Taxes
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Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.