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Financial Guidance for Life's Transitions "The nicest thing about not planning is that failure comes as a complete surprise, rather than being preceded by a period of worry and depression" Our independent advice model is designed to help you confidently deal with the financial issues that life's transitions present. Whether it is planning for Retirement, Death of a Loved One, Career Change, Divorce, Exiting your Business, or the planning of your Estate Transfer, we help you plan for and reach the goals that you value, without taking unnecessary risk and without unduly sacrificing your current lifestyle. Our goal is to help you make wise choices, informed by clarity and your priorities. Our style is low-key. Our size is intentionally small. Our solutions are customized. We listen more than we talk. Our interest is in your success.
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Phoenix Wealth Advisors, LLC |
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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. Use this calculator to determine whether you qualify for the different types of IRAs. How much Disability Income Insurance do you need? July 03, 2009 @ 10:48 PM
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