The end of the year should be a time to celebrate, stressing about aspects of your year-end financial checklist that you might have missed should not be part of it. In this video we share 5 items that need to be on that checklist and tips on getting them checked off.
For information purposes only. Opinions expressed herein are solely those of Droms Strauss Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indexes are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
Retirement/ Financial Independence
We help our clients achieve financial independence...not necessarily "retirement" but instead, having the ability to have the life you look forward to and knowing you have the financial ability to step away from you job or career - even one that you might enjoy so that you might realize other long term objectives.
This is included in our fee and part of what we offer to every client.
Young couples, and frequently grandparents, ask about planning for the education of children or grandchildren. We regularly/routinely prepare education funding computations so that parents and grandparents can plan for the education of their children.
This is included in our fee and part of what we offer to every client.
Whether it involves long-term care planning, a review of existing life insurance policies or something as mundane as a review of your home and automobile liability coverage, we can assist you in determining whether you have the proper coverages. We are not insurance agents but we do know what to look for in your policies and determine whether or not you need to make changes.
This is included in our fee and part of what we offer to every client.
Are you struggling to understand how the new tax laws impact your family? We can help you determine what strategies can be used to minimize your income taxes and can structure your investments to minimize your tax burden.
This is included in our fee and part of what we offer to every client.
Do you have an up to date estate plan? We regularly work with attorneys to make sure that your plan documents are current and achieve your dispositive objectives and meet all of your concerns.
This is included in our fee and part of what we offer to every client.
Do you use appreciated securities for your charitable giving? Have you considered how a donor advised family fund might actually save you taxes and be used for your annual charitable giving? We can help .... from explaining the concepts all the way through execution.
This is included in our fee and part of what we offer to every client.
