Retirement & Tax Solutions

Comprehensive Wealth Management Solution

We're happy and honored to be the last financial advisor team you'll ever have! 

Please enjoy all of the resources available on our public site.  At Retirement and Tax Solutions, we've worked hard to bring together a massive amount of information related to All Things Financial. 

As our client, we thank you for your continued trust and confidence.  We work hard for you to differentiate our services from other financial planning practices by delivering our Gold Medal Services, a Comprehensive Wealth Management Solution.

Click here to see the Gold Medal Services

Offering simplified yet sophisticated financial planning solutions.  

We further differentiate our services via our Action Checklist and our Consolidated Asset Report.     

As a member of the Retirement & Tax Solutions family, you will find our detailed Quarterly Economic Updates among the most comprehensive economic reports available. Click on the link below to see our most recent Quarterly Economic Update.

 Click here to download our most recent Quarterly Report

Other reports such as our 'Year-end Tax Report,' (50+ ways to find additional credits, deductions and exemptions), Protecting Against Identity Theft, and When you Turn 70 1/2 Quiz,  are available only to clients.  Many of our clients take comfort knowing they have access to this information, while others value even more that they have a trusted resource to assist them in making financial decisions.  

We also have professional financial planning tools... 

At Retirement & Tax Solutions do things the old fashioned way.

We gather the data, analyze the data and then... and only then... do we make recommendations.

If you are not a client and interested in our services, we'd welcome discussing your personal situation!   Cheers! 

~Cory                                                     

 

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

More Newsletters →