richardosman.com
Tax | Integrated Financial Partners
http://www.richardosman.com/resource-center/tax
Richard C. Osman. Services, Strategies, and Solutions. What to Expect in Our Meetings. The Financial Second Opinion. The Lifetime Income Model. The Plan for Financial Comfort. The Business Owner Model. Will You Pay the AMT? Despite recent tax-law changes, many Americans are expected to pay the AMT this year. Learn more about taxes, tax-favored investing, and tax strategies. The Facts About Income Tax. You May Need to Make Estimated Tax Payments If. Have income that isn’t subject to tax withholding? When ...
richardosman.com
Home | Integrated Financial Partners
http://www.richardosman.com/p/lifetime-income-model
Richard C. Osman. Services, Strategies, and Solutions. What to Expect in Our Meetings. The Financial Second Opinion. The Lifetime Income Model. The Plan for Financial Comfort. The Business Owner Model. Global and International Funds. Investors seeking world investments can choose between global and international funds. What's the difference? The Good Ship IPO. The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides. Our site is filled wit...
paulmeaney.com
Home | Paul Meaney
http://www.paulmeaney.com/menu/tuning-your-future
Paul Meaney, CFP. Services, Strategies and Solutions. What to Expect in Our Meetings. The Financial Second Opinion. The Lifetime Income Model. The Plan for Financial Comfort. The Business Owner Model. You’ve made investments your whole life. Work with us to help make the most of them. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A Fruitful Retirement: Social Security Benefit. We want our clients to ...
richardosman.com
Estate | Integrated Financial Partners
http://www.richardosman.com/resource-center/estate
Richard C. Osman. Services, Strategies, and Solutions. What to Expect in Our Meetings. The Financial Second Opinion. The Lifetime Income Model. The Plan for Financial Comfort. The Business Owner Model. Do You Feel Lucky? Recent changes in estate tax laws could affect the strategy you have in place. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. When Do You Need a Will? When do you need a will? The answer is easy: right now. Put It in a Letter.
thekoenigandleimberggroup.com
Retirement | About Us
http://www.thekoenigandleimberggroup.com/resource-center/retirement
Paul C. Koenig Jr., CFP. Lance Leimberg, CFP. Services, Strategies, and Solutions. What to Expect in Our Meetings. The Financial Second Opinion. The Lifetime Income Model. The Plan for Financial Comfort. The Business Owner Model. Financial Planning for Physicians. Asset and Estate Protection Strategies. Professional Partner Program Process. Where will your retirement money come from? Retiring the 4% Rule. Investment Strategies for Retirement. What does your home really cost? Perception vs. Reality. Here ...
thekoenigandleimberggroup.com
Home | About Us
http://www.thekoenigandleimberggroup.com/p/lifetime-income-model
Paul C. Koenig Jr., CFP. Lance Leimberg, CFP. Services, Strategies, and Solutions. What to Expect in Our Meetings. The Financial Second Opinion. The Lifetime Income Model. The Plan for Financial Comfort. The Business Owner Model. Financial Planning for Physicians. Asset and Estate Protection Strategies. Professional Partner Program Process. You’ve made investments your whole life. Work with us to help make the most of them. Extended Care: A Patchwork of Possibilities. At IFP, we utilize a team approach t...
thekoenigandleimberggroup.com
Solid Strategies for Changing Times®
http://www.thekoenigandleimberggroup.com/p/solid-strategies-for-changing-times
Paul C. Koenig Jr., CFP. Lance Leimberg, CFP. Services, Strategies, and Solutions. What to Expect in Our Meetings. The Financial Second Opinion. The Lifetime Income Model. The Plan for Financial Comfort. The Business Owner Model. Financial Planning for Physicians. Asset and Estate Protection Strategies. Professional Partner Program Process. Solid Strategies for Changing Times. Who works with you to help ensure that decisions made are aligned with your financial goals? Lance Leimberg, CFP, ChFC, CRPC.
andrewkernifp.com
global-and-international-funds
http://www.andrewkernifp.com/resource-center/investment/global-and-international-funds
Andrew Kern CFP, ChFC, CRPC. Services, Strategies, and Solutions. What to Expect in a Meeting. The Financial Second Opinion. Plan For Financial Comfort. The Business Owner Model. Global and International Funds. Investors seeking world investments can choose between global and international funds. Whats the difference? Jane Bond: Scaling the Ladder. Agent Jane Bond is on the case, covering how bond laddering works. Required Reading: The Economic Report of the President. 5 Smart Investing Principles. Unles...
andrewkernifp.com
Tax | Integrated Financial Partners
http://www.andrewkernifp.com/resource-center/tax
Andrew Kern CFP, ChFC, CRPC. Services, Strategies, and Solutions. What to Expect in a Meeting. The Financial Second Opinion. Plan For Financial Comfort. The Business Owner Model. 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?
