Have you ever wondered…….should I pay off my mortgage? What is the best way to save for my children’s or grandchildren’s education? Should I take advantage of my companies’ 401(k) or save for retirement on my own? Is rental property a good investment? When is the optimal time to dispose of assets I own? How do I make the most of my stock options? Is there anything I can do at year end to minimize my taxes? Will I have enough funds to retire comfortably and when? Is my investment advisor doing a good job for me? Am I taking all the tax deductions I am entitled to? Is a trust appropriate for me?
If you have any of these concerns or others, please contact me to talk about how we could work together, I’d love to hear from you!