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Tax Resources | James Knott, CPA
http://www.jamesknottcpa.com/tools/tax-resources
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. 160;Advisory Services offered throu...
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Insurance | James Knott, CPA
http://www.jamesknottcpa.com/resource-center/insurance
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. 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. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? Protecting Those Who Matter Most. Retiree Health Care Coverage Overseas. Important...
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Retirement | James Knott, CPA
http://www.jamesknottcpa.com/resource-center/retirement
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Social Security: By the Numbers. Here are five facts about Social Security that might surprise you.
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Should I Invest In REITs? | James Knott, CPA
http://www.jamesknottcpa.com/resource-center/investment/should-i-invest-in-reits
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? From Boats to Brokers. From the Dutch East India Company to Wall St., the stock market has a long and storied history. The New Red Scare: Chinese Ownership of U.S. Debt. China owns a portion of the total outstanding debt of the U.S. Government. What does it mean? 5 Smart Investing Principles. Have A Question About This Topic? The HD Vest affiliated companies exc...
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Lifestyle | James Knott, CPA
http://www.jamesknottcpa.com/resource-center/lifestyle
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet. Crowdfunding Capital for the 21st Century.
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Jane Bond: Infiltrating the Market | James Knott, CPA
http://www.jamesknottcpa.com/resource-center/investment/jane-bond-infiltrating-the-market
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. Jane Bond: Infiltrating the Market. Agent Jane Bond is on the case, infiltrating the world of bonds. What are your options for investing in emerging markets? Alternative Investments - Going Mainstream. Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. The HD Vest affiliat...
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Tools | James Knott, CPA
http://www.jamesknottcpa.com/tools
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. 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. Check the background of your financial professional on FINRA's BrokerCheck. The HD Vest affiliated companies exclusively ...
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Money | James Knott, CPA
http://www.jamesknottcpa.com/resource-center/money
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Your Cash Flow Statement. Keeping Up with the Joneses. The Power of Compound Interest.
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Tax | James Knott, CPA
http://www.jamesknottcpa.com/resource-center/tax
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Making Your Tax Bracket Work. Does Yo...
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Team | James Knott, CPA
http://www.jamesknottcpa.com/team
5584 Mount View Road. Antioch, TN 37013. James Knott, CPA. At James Knott, CPA firm, I believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. I can help you address:. Investing principles and strategies*. Retirement investing and distribution strategies*. I also can answer your questions, including:. Can I retire early? Are my investments working hard enough? What’s a good approach for college savings? James Knott, CPA. Securities offered thr...