YOUR FINANCIAL SECURITY MATTERS!
That's why Landmark offers more than just tax and investment advice. In fact, getting financial advice from someone who is an expert in both tax investment planning is very beneficial, whether you're investing for the future, managing your money in retirement, or protecting the financial future of those you care about.
HERE'S WHY. Whether you're retired, just starting out or already have a growing portfolio, taxes can be your biggest enemy you face when it comes to achieving your lifestyle and retirement goals. Many people understandably focus solely on the rate of return an investment can provide them, without taking into account the effect taxes will have on their investment decisions and eventual outcome.
In the end it's not how much you accumulate, but rather how much is actually available to you after taxes, to spend, provide the security you want, or pass on to your loved ones. It's not uncommon to see much of the growth people have acquired wiped away because of poor tax and investment planning.
DON'T LET IT HAPPEN TO YOU! When you work with Landmark Tax and Investment Services, we will help you design an action plan to take you where you want to go. After all, "Money Planning" is really about planning your life.
If you would like to see what your risk tolerance number is you can click the "Free Portfolio Risk Analysis" link. For information on how your risk analysis is figured, click the Riskalyze link below.
Newsletters
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Famous People Who Died Without Proper Planning
Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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The Inflation Experience is Painful – and Personal
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.