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Articles of Interest - Vestpointe Wealth Management
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Trade an Annuity for a Better One. Trading one annuity for another can save you thousands of dollars. Here are the details. 26 Aug, 2016. You've Recently Retired. Now What? It is important to shift your mindset from saving to spending. Here's help for doing it. 26 Aug, 2016. The Rich Beat Others on Investments Too. According to new data, the wealthy make more money on their investments than the less affluent. 26 Aug, 2016. States Face a $1 Trillion Pension Shortfall. 26 Aug, 2016. 26 Aug, 2016. The autho...
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Vestpointe-financial planning - Vestpointe Wealth Management
http://www.vestpointe.com/financial-planning
Vestpointe Wealth Management specializes in financial planning. Services that are designed to help our clients achieve their financial goals. As Certified Public Accountants and Certified Financial Planners, our team also provides a wide range of additional services to help clients implement their financial plans. Accounting and Billpay Services. Investment Performance Monitoring and Benchmarking. Separate Account Manager Searches. 7373 E. Doubletree Ranch Rd.,. Scottsdale, AZ 85258.
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Stock Quotes - Vestpointe Wealth Management
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This option will not work correctly. Unfortunately, your browser does not support inline frames. 7373 E. Doubletree Ranch Rd.,. Scottsdale, AZ 85258. 2016 Vestpointe Wealth Management, LLC.
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Estate Planning - Vestpointe Wealth Management
http://www.vestpointe.com/estate-planning
Your estate plan is an integral part of your financial plan. It is the culmination of everything you have worked for throughout your life. Failure to create an appropriate estate plan can lead to litigation, disharmony and improper allocation among your heirs not just unnecessary taxes. Vestpointe Wealth Management provides advice and comparison of advanced estate planning techniques, such as Grantor Retained Annuity Trusts, Family Limited Partnerships, Irrevocable Life Insurance Trusts, and Generation S...
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Disclosure - Vestpointe Wealth Management
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Vestpointe Wealth Management, LLC is a state registered investment advisor firm in Arizona. Please click here for our current ADV Part I which has been filed with FINRA. Form ADV Part II is made available to prospective and current clients upon request. Past performance is not an indicator of future results. All investments carry some level of risk and may or may not be suitable for all people. Vestpointe Wealth Management, LLC is affiliated with and under the same ownership as Joseph I. McCabe III, ...
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Account Access - Vestpointe Wealth Management
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7373 E. Doubletree Ranch Rd.,. Scottsdale, AZ 85258. 2016 Vestpointe Wealth Management, LLC.
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Market Data Bank
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Click image to enlarge. STOCKS VOLATILE, ECONOMY STRONG. The S&P 500 index gained just 4% over the 12 months ended June 30, 2016. A collapse in profits hit energy and mining companies hard, and hurt earnings of the S&P 500. A 4% return is less than half the average annual return of about 10% on U.S. large-companies' equities since 1926. Click image to enlarge. Click image to enlarge. Click image to enlarge. INDEXES TRACKING ASSET CLASSES. Click image to enlarge. Leading economic indicators released on Ju...
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Vestpointe-Tax Prep - Vestpointe Wealth Management
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Vestpointe Wealth Management provides sophisticated tax. Planning services that work in conjunction with your investment portfolio, business interests, and estate plan. We design tax. Strategies to help you take advantage of tax. Savings opportunities allowed within the law, including the use of entities such as partnerships, corporations, and trusts. Throughout the year, we provide tax. Projections, quarterly tax. Estimates, and year end analysis. Our ongoing tax. AMT) We advise our clients on the tax.
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Calculators
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How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April. A 401(k) plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up. If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement. Auto Rebate vs. Low Interest Financing. Beneficiary Required Minimum Distributions.
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About Us - Vestpointe Wealth Management
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Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax services to help our clients achieve their financial goals. With over 25 years of experience advising individuals with complex financial situations, our team manages your comprehensive financial picture with an integrated approach to maximize returns, minimize risk and reduce taxes. Vestpointe Wealth Management is a fee-based advisor. Vestpointe Wealth Management is a Registered Investment Advisor (RIA). Mr McC...
