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
-
A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
-
What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
-
Why the EPA is Focusing on “Forever” Chemicals
In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.
-
New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
-
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.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?