We believe our commitment to personalized comprehensive financial planning is the key to helping each client pursue their unique financial dreams and goals. As "Your Lifetime Financial Coach," we will guide you through the following 8 Wealth Management Issuessm many individuals face during their lifetime paying particular attention to the tax effect of each decision:
- Investment Management*
- Cash Flow and Debt Management
- Education Planning
- Business Planning
- Retirement Planning
- Family Risk Management Planning
- Legacy Planning
- Special Situations Planning
Our team can assist you in answering the following questions:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Am I doing the right things to minimize taxes?
We have helped many people with similar concerns, and we look forward to building a long-term relationship with you.
*These services are offered by Ann Marie Milinazzo through her affiliation with HD Vest Investments Servicessm and HD Vest Advisory Servicessm
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Gaining a better understanding of municipal bonds makes more sense than ever.
Understanding the value of a home warranty.
When to start? Should I continue to work? How can I maximize my benefit?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.