Questions Clients Ask
You probably have been asking yourself some questions about your future, which is why you are here visiting our web site, hoping to find some answers. Please review the individual sections below; you will find yourself in one of the following descriptions.
If you have additional questions please send
us an email or call us. We will be happy to discuss your concerns in greater
detail to determine if you would benefit from our services.
People preparing for Retirement
Individual or Families who own a business
Land Owner facing Development
Already Retired
People preparing for Retirement
- When can I retire?
- How long will my money last?
- How do I pay fewer taxes?
- How can I get more income?
- How can I simplify my financial life?
- I just inherited some money, how should I invest it?
- What choices should I make with my pension?
- How should I handle distributions from my 401(k)
- Are my investments properly diversified?
- How can I invest with lower risk and higher return?
- Should I pay off my mortgage?
- Should I invest in stocks or real estate, which is better?
- How will I pay for insurance after I’m retired?
- How should I manage my stock options?
- How do I protect my income and assets from creditors or lawsuits?
- What’s the best way to set up a program to benefit a charitable organization now?
Links to articles:
The pros and cons of 401(K) plans
What the little guy can learn from institutional investors
The Psychology of Money
What is wrong with traditional retirement planning calculators
Consumers face many issuesNote that our articles are presented in Adobe Acrobat pdf format, and a viewer is required. Click on the link below for a free download of Acrobat Reader.
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a specific topic or your situation? Please click
here to contact us and we will contact you to schedule an appointment.
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Individual or Families who own a business
- What do I need to do to prepare to sell my business?
- How much is my business worth?
- This is a family owned business with multiple family members involved. What should we be doing to prepare a succession plan?
- We already have a retirement plan for our business. Is there a way to add benefits for just the owners?
- Do we need a Buy/Sell Agreement? How should it be funded?
- My business is the best place for me to invest. Why should I give it to someone I don’t know to invest in something I don’t understand?
- How can we protect the value of the business if one of the owners gets sick, is disabled, or dies?
- Is there a way to structure my business so my family won’t have to sell it to pay estate taxes?
- What is the best way to plan for the division of assets from my estate? What is the best way to provide the money to pay the taxes?
- I started this business and have made it what it is today. I am not sure anyone else in my family can manage it. What should I do?
Links to articles:
Problems and Solutions for Business Owners
Succession Planning for a Family owned business - coming soon
Business Expense ProtectionNote that our articles are presented in Adobe Acrobat pdf format, and a viewer is required. Click on the link below for a free download of Acrobat Reader.
Want to subscribe to our electronic newsletter?
Please contact us using the link below and we will add you to our subscription
list. Click
here.
Would you rather receive a paper copy of our newsletter rather than an
email version? Click
here to send us an email with your name
and mailing address, and a copy will be sent to you via mail.
Do you have other questions or want to schedule
a quick “no obligation” phone appointment to discuss
a specific topic or your situation? Please click
here to contact us and we will contact you to schedule an appointment.
Click here to go back to the top of the page.
- What should I do with the proceeds from the sale of this property?
- Should I sell and pay the capital gains taxes and re-invest in a diversified portfolio or should I do a 1031 exchange to avoid paying the taxes now?
- I want to sell a piece of property to create more income but I don’t want to pay a lot of taxes. What should I do?
- What about estate planning, do I need a trust and if so, what kind?
- How can I minimize the estate taxes I will have to pay?
- What should I do about estate tax planning since in 2011 the current law reverts back to what it was prior to the enactment of estate tax repeal?
- Selling this property means that we won’t have our business or be farming anymore. This changes everything about what some of our family members were planning for their future. What can we do to make these transitions easier and less painful?
- We would like to preserve the history and heritage of this property that has been in our family for several generations. How can we do this?
- What should we watch out for as we enter into a purchase and sale agreement with the development firm?
Links to articles:
Coming soon
Note that our articles are presented in Adobe Acrobat pdf format, and a viewer is required. Click on the link below for a free download of Acrobat Reader.
Want to subscribe to our electronic newsletter?
Please contact us using the link below and we will add you to our subscription
list. Click
here.
Would you rather receive a paper copy of our newsletter rather than an
email version? Click
here to send us an email with your name
and mailing address, and a copy will be sent to you via mail.
Do you have other questions or want to schedule a quick “no obligation” phone appointment to discuss a specific topic or your situation? Please click here to contact us and we will contact you to schedule an appointment.
Click here to go back to the top of the page.
- How can I get more income but at the same time protect the principle?
- Will I run out of money?
- How do I pay fewer taxes?
- How can I get more income?
- How can I manage my medical costs?
- Should I buy long-term care insurance?
- What’s the best way for me to help pay for my grandchildren’s college costs?
- What are the tax benefits if I give some money to a charity?
- I am in a second marriage. How do I structure my estate so my spouse can have income, but the assets go to my children?
- Does a reverse mortgage make sense for me?
- Who will help my spouse make financial decisions once I’m gone?
- I just inherited some money, how should I invest it?
- How can I invest with lower risk and higher return?
- What about estate planning, do I need a trust and if so, what kind?
- How can I create liquidity for paying taxes and equalizing my estate values between family members?
- I’m thinking about selling a piece of property but I don’t want to pay a lot of taxes; should I do a 1031 exchange?
- I want to sell a piece of property or a stock to create more income but I don’t want to pay a lot of taxes. What should I do?
Links to articles:
Creative retirement income strategies
Note that our articles are presented in Adobe Acrobat pdf format, and a viewer is required. Click on the link below for a free download of Acrobat Reader.
Want to subscribe to our electronic newsletter?
Please contact us using the link below and we will add you to our subscription
list. Click
here.
Would you rather receive a paper copy of our newsletter rather than an
email version? Click
here to send us an email with your name
and mailing address, and a copy will be sent to you via mail.
Do you have other questions or want to schedule a quick “no obligation” phone appointment to discuss a specific topic or your situation? Please click here to contact us and we will contact you to schedule an appointment.
Click here to go back to the top of the page.