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Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations. U.S. business owners who spent money to develop new products or improve existing products or trade processes may qualify for the federal R&D tax credit. This article explores demographic trends that are dimming Social Security's financial outlook and proposals to address the looming shortfall. Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings?
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A financial services professional with over 30 years of experience in providing common-sense tax, insurance, and financial solutions. Happily married for over 45 years, having raised two sons, both married to girls named Carla.
PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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