Before you can really start setting financial goals, you need to determine where you stand financially.

~ David Bach

Tag Archives: planning



Retirement plans

Thursday, May 6, 2010  //  0 Comments  //  Tax Law

Since retirement accounts aren’t taxed heavily, investing in them qualifies as a form of tax shelter.

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Tax credit

Thursday, May 6, 2010  //  0 Comments  //  Tax Law

A tax credit is different than a tax deduction, which reduces taxable income.  A credit, though, reduces your tax liability dollar-for-dollar.  For example, if there were a tax credit of $1000 for using environmentally friendly construction materials, you would owe $1000 less in taxes that year.

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Financing arrangements

Thursday, May 6, 2010  //  0 Comments  //  Tax Law

Related individuals often use complicated arrangements involving capital gains taxes to their advantage.  Capital gains incur fewer taxes than other investment income, so one person might decide to pay inflated interest rates to a related person in order to reduce the overall taxable value of the investment.  Then, when withdrawing the investment, a huge capital [...]

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Estate Planning

Thursday, May 6, 2010  //  0 Comments  //  Individual

Planning for the future ensures that your assets are distributed according to your intentions. Four Brothers Financial, LLC. understands the personal nature of estate planning, offering hands-on support and one-on-one consultations throughout this important process. Through our estate planning services, Four Brothers Financial, LLC. will help you preserve and distribute your financial legacy.  We specialize [...]

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Personal Financial Planning

Thursday, May 6, 2010  //  0 Comments  //  Individual

Four Brothers Financial, LLC. helps you plan for the financial events that are a part of life. Whether you’re saving for retirement or simply seeking a better personal budget, our financial planning professionals will offer individualized attention and expert advice every step of the way. We specialize in personal financial planning for: » Education for yourself or [...]

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