Family, Life Stage Planning
Recent grads, parents, employees, business owners, pre-retirees, and suddenly singles can find a helping hand ready to listen, care and create a plan for the future. Although there are no cookie cutter answers to your unique financial situation, there are planning principles and tools to fit within your circumstances. Perhaps you need help deciphering your accounts and your choices and weighing out your options? Maybe you need additional assurance or a review of past decisions? Or maybe you have an important decision the needs to be made soon? Let me help you look at the full picture from many angles to make sure you have all the facts and can make a truly informed decision.
Here are some examples of how JB Tax and Finance can help:
- Young adult's first tax return - a rite of passage that will educate!
- Getting married - What happens when we combine our financial lives? What should we look out for?
- Home purchases – Can a Mortgage Credit Certificate help? Other options for the 1st or 2nd or 3rd time home buyer.
- Starting a business – foundation is everything, know your responsibilities.
- Protecting assets – do I really need insurance? a will? Etc? What about a trust?
- Asset Accumulation – selecting and monitoring the options.
- Retirement Planning - create a plan for future income and not run out of money.
- Separation, Divorce - what choices will create the best outcome?
- End of Life - charitable giving, trust accounts, estate planning, beneficiaries, inheritance
