How We Think About Money

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 Contributions - Which One Is Better?

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.

Things I Learned About Clients After Another Tax Season

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.

Let's Talk Money Series - Video #1 On Basics Of Investing

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.

Let's Talk Money Series - #2 What Exactly Are Mutual Funds

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.

Ways To Save For Retirement

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.

Difference between a Will and a Trust

A basic review on the differences between what a Will is and how a Trust works.

Pros vs. Cons of a Will

Watch this video to get both the good and bad of having a Last Will and Testament Only

Pros vs. Cons of Revocable Living Trusts

Check out this great video on the Pros and Cons of establishing a Living Trust

How Do Living Trusts Work?

Check out this great video on the basics of how a Living Revocable Trust works

The Two Most Important Legal Docs

Check out this great video on the importance of having a Living Will and Durable Power of Attorney, regardless of your age

How to properly take retirement distributions

An overview of how to properly take retirement distributions, especially when you have numerous types of accounts

Introduction To Annuities

A good overview about the three types of annuities and the differences between each of them.

Leasing vs. Buying a Car

Basic review comparing leasing and buying a new car

LLC STEP 1: Creating an LLC

The first of three videos to show how to properly setup an LLC

LLC STEP 2: LLC Accounting

A review to keep track of income and expenses and the best ways

LLC STEP 3: LLC Record Keeping

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

727.465.3717