CPA’s listen up! As you begin preparing tax returns, some of your clients may have lost money last year but still owe capital gains taxes because their mutual funds paid year-end “capital gains distributions”. “A capital gains distribution is a payment to mutual fund shareholders that is prompted by a fund manager’s liquidation of underlying stocks and […]
“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a client to construct their financial plan. There are various formulas people use, but the truth is, it all depends upon your lifestyle. Here’s why your lifestyle matters. If you are about to retire, and it […]
It is a very exciting time at U.S. Asset Management. First, we were thrilled to announce our grand opening to the community with a ribbon cutting hosted by the Gwinnett Chamber on November 10. 2017…
Listen to a brief story of a couple who retired and did not know if they had enough money to maintain their lifestyle.
Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite charities now and after she is gone.