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Families with Teens & College Age Children — Rooks CPA & Wealth Management
http://www.rookswealthmgt.com/lifestages/families-with-teens-college-age-children
Rooks CPA and Wealth Management. Families with Young Children. Entrepreneur / Business Owner. Families with Teens & College Age Children. Rooks Wealth Management Forms. Families with Teens & College Age Children. Commonly, we get the question Do I raid my own retirement plan to put my kids through college? We will help you navigate what options exist to reposition your assets so that you don’t deplete your net worth while funding college for your kids. Deanna and Steve Faulkner. X000B7; Log in.
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Working Empty Nesters — Rooks CPA & Wealth Management
http://www.rookswealthmgt.com/lifestages/working-empty-nesters
Rooks CPA and Wealth Management. Families with Young Children. Entrepreneur / Business Owner. Families with Teens & College Age Children. Rooks Wealth Management Forms. What are my expectations for a retirement lifestyle? Can I expect to maintain my current pre-retirement lifestyle during retirement given my health, my partner’s health, and the welfare of my family? Call us if we can help you plan for education of grandchildren, begin to think about legacy planning, minimize death and estate taxes, minim...
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Surviving Spouse — Rooks CPA & Wealth Management
http://www.rookswealthmgt.com/lifestages/surviving-spouse
Rooks CPA and Wealth Management. Families with Young Children. Entrepreneur / Business Owner. Families with Teens & College Age Children. Rooks Wealth Management Forms. The Rooks Wealth Management and CPA family understands your life stage, and can help you along the way. Contact us for more information at 423-855-1040. Resources for Surviving Spouse. Articles for Surviving Spouse. What Happens to a Retirement Account When the Owner Dies? Team Member Story: Mary Slaten. X000B7; Log in.
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Accounting & Tax | Business Chatt
https://businesschatt.wordpress.com/accounting-tax
Rooks CPA PLLC and Rooks Wealth Management PLLC emerged in 2006 as a Chattanooga full-service public accounting and wealth management practice purposed to “serve others.” Assisting our clients with their accounting, tax, financial planning, business strategy and wealth management needs, the Rooks companies offer a wide variety of experience that is particularly suited to the small to medium sized business and their owners. Visit www.rookscpas.com. For more information on each of our service areas. Scott ...
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Newlyweds - Life Stages — Rooks CPA & Wealth Management
http://www.rookswealthmgt.com/lifestages/newlyweds
Rooks CPA and Wealth Management. Families with Young Children. Entrepreneur / Business Owner. Families with Teens & College Age Children. Rooks Wealth Management Forms. As a Newlywed, you have special financial needs. At Rooks companies, we believe that every household needs an achievable monthly budget, but since you have recently combined two households, it is more important than ever! Tying the Knot: A Financial To Do List for Newlyweds. Brad and Jill Rooks. And married in 2009. Careful Cash Flow Budg...
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Retirees — Rooks CPA & Wealth Management
http://www.rookswealthmgt.com/lifestages/retirees
Rooks CPA and Wealth Management. Families with Young Children. Entrepreneur / Business Owner. Families with Teens & College Age Children. Rooks Wealth Management Forms. Retirement presents its own set of concerns. Whether it is healthcare issues, budgeting to make your money last, putting the final touches on your legacy and last bequests, or conservatively managing your investments to sustain your lifestyle, we are here for you. What Recent Retirees Wish They Had (or Had Not) Done. Kenneth and Jo Rooks.
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Families with Young Children — Rooks CPA & Wealth Management
http://www.rookswealthmgt.com/lifestages/families-with-young-children-2
Rooks CPA and Wealth Management. Families with Young Children. Entrepreneur / Business Owner. Families with Teens & College Age Children. Rooks Wealth Management Forms. Families with Young Children. When addressing tax savings strategies, we will look at leveraging employer benefits, the use of childcare credits and other strategies for young families. When it comes to taxes, a dollar saved is truly a dollar earned. Resources for Families with Young Children. Articles for Families with Young Children.
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