The thinking part of financial decisions can sometimes be overwhelming and even get in the way of sound financial moves. Check out this video to show you different ways to think about money.
Traditional vs. Roth Retirement Contributions are something clients of all ages think about when putting money away for retirement. In this video, I give a different angle as to what your future tax liability will be when you retire that will help you make this decision.
Clients make financial mistakes and many times they go overlooked until you have your taxes prepared. In this video, I will give you some insight from both an income tax perspective as well as a financial perspective and how you can avoid these common things I see.
This first video in our Let's Talk Money Series is an introduction on some basic investment terms/vehicles that you can invest your money in.
What exactly are Mutual Funds and how do they work? This video will give you a bit more in-depth knowledge about how Mutual Funds work and why you would pick them as part of your investment plan.
Whether you work for a company or are self-employed, there are so many ways to save. Check out this video to give you a good overview of the different ways to save.
A basic review on the differences between what a Will is and how a Trust works.
Watch this video to get both the good and bad of having a Last Will and Testament Only
Check out this great video on the Pros and Cons of establishing a Living Trust
Check out this great video on the basics of how a Living Revocable Trust works
Check out this great video on the importance of having a Living Will and Durable Power of Attorney, regardless of your age
An overview of how to properly take retirement distributions, especially when you have numerous types of accounts
A good overview about the three types of annuities and the differences between each of them.
Basic review comparing leasing and buying a new car
The first of three videos to show how to properly setup an LLC
A review to keep track of income and expenses and the best ways
Review of how to keep tracking of income, expenses and receipts for tax preparation
Tax and Trust Management Services, LLC
28163 US Highway 19 N, Suite 202, Clearwater, FL 33761
Copyright © 2022 Tax and Trust Management Services, LLC - All Rights Reserved.
Powered by GoDaddy