winslowdrake.com
What Do Your Taxes Pay For?
http://www.winslowdrake.com/resource-center/tax/what-do-your-taxes-pay-for
What Do Your Taxes Pay For? Mid May. If the government had raised taxes enough to cover federal borrowing, we would have had to work until May 8 just to cover the tax bill. Source: Tax Foundation, 2015. Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. Source: NPR, January 26, 2015. Are taxes one of your biggest budget items? Take steps to make sure you’re managing your overall tax bill. Please consult a tax professional fo...Roughly...
winslowdrake.com
Resource Center
http://www.winslowdrake.com/resource-center
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. Understanding tax strategies can potentially help you better manage your overall tax situation. Check the background of your financial professional on FINRA's BrokerCheck.
winslowdrake.com
Non-Profits
http://www.winslowdrake.com/p/non-profits
Whether it is support in your fundraising efforts, the management of your endowment or 403(b) plan, we have the people and products to help you. Check the background of your financial professional on FINRA's BrokerCheck. Accounts held at National Financial Services. A Fidelity Investment Company. Accounts are protected by SIPC for a limit of $500,000 per account. Securities and Investment Advisory Services offered through Calton & Associates, Inc.
winslowdrake.com
Inflation and Your Portfolio
http://www.winslowdrake.com/resource-center/investment/inflation-and-your-portfolio
Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. The Utility of Sector Investing. Successful sector investing is dependent upon an accurate analysis about when to rotate in and out. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic?
winslowdrake.com
Video | Exit Stragegies of the Rich and Famous
http://www.winslowdrake.com/resource-center/estate/exit-strategies-of-the-rich-and-famous
Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Trends in Charitable Giving. Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic?
winslowdrake.com
Tools
http://www.winslowdrake.com/tools
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. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.
winslowdrake.com
Sit, Stay, Rollover: A Guide to IRA Rollovers
http://www.winslowdrake.com/resource-center/retirement/sit-stay-rollover
Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Money that Buys Good Health is Never Ill Spent. It's important to make sure your retirement strategy anticipates health-care expenses. There are a number of ways to withdraw money from a qualified retirement plan. Have A Question About This Topic?
winslowdrake.com
Retirement
http://www.winslowdrake.com/resource-center/retirement
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. A Fruitful Retirement: Social Security Benefit. Taking your Social Security benefits at the right time may help maximize your benefit. Perception vs. Reality.
northcountyfinancial.com
Investment
http://www.northcountyfinancial.com/resource-center/investment
2101 South El Camino Real. Oceanside, CA 92054. North County Financial Associates. We Specialize In These Areas. General Liability and Property. Global and International Funds. Investors seeking world investments can choose between global and international funds. What's the difference? 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Interest Rates: How Low Can They Go? Value vs. Growth Investing. The Junk Drawer Approach to Investing. Read th...
