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Investment | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/resource-center/investment
Who is HD Vest? The 8 Wealth Management Issues Video Series. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Rule of 72. The Rule of 72 is a quick way to figure it out.
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Insurance | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/resource-center/insurance
Who is HD Vest? The 8 Wealth Management Issues Video Series. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. If your family relies on your income, it’s critical to know what their needs would be in the event of your death. Protecting Those Who Matter Most. The Other Sure Thing. The Valu...
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Tools | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/tools
Who is HD Vest? The 8 Wealth Management Issues Video Series. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. The Monthly Market Update will inform you of the current market conditions. Sign up for my Newsletter. Or its subsidiar...
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Products and Services
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Who is HD Vest? The 8 Wealth Management Issues Video Series. We provide assistance in the following areas:. State Tax Return Preparation. Representation Before the IRS. Business Tax Return Preparation. Individual Tax Preparation and Planning. Business Start Up, Counsel and Corporate Taxes. IRS and State Tax Audits. Income, Gift and Estate Tax Returns. Long Term Care Insurance. These services are offered by Chris Solomon and Rick Solomon through affiliation with HD Vest. Sign up for my Newsletter. The HD ...
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Who is HD Vest?
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Who is HD Vest? The 8 Wealth Management Issues Video Series. Who is HD Vest? Financial Services Reinvented — Serving Advisors Who Serve You. Since its inception in 1983, HD Vest Financial Services. As of January 1, 2014. Independence You can Count On. 30 Years and Growing. Where we’ve been. Where we’re going. Today, HD Vest supports a growing independent network of financial advisors who are also accounting and tax professionals that provide financial solutions to a broad range of individual and corporat...
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All Calculators | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/resource-center/calculators
Who is HD Vest? The 8 Wealth Management Issues Video Series. Capital Gains Tax Estimator. A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs. Or its subsidiaries...
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Resource Center | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/resource-center
Who is HD Vest? The 8 Wealth Management Issues Video Series. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
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Jane Bond: Infiltrating the Market | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/resource-center/investment/jane-bond-infiltrating-the-market
Who is HD Vest? The 8 Wealth Management Issues Video Series. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, cracking the code on bonds. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. The Anatomy of an Index. The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Or its subsidiaries...
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Estate | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/resource-center/estate
Who is HD Vest? The 8 Wealth Management Issues Video Series. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? When do you need a will? The answer is easy: Right Now.
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Glossary | Solomon CPAs & Financial Services PLLC
http://www.solomoncpaz.com/tools/glossary
Who is HD Vest? The 8 Wealth Management Issues Video Series. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortg...
