17 Mar Loss Evaluation In an account that is taxable, there can be tax consequences to buying and selling investments. SJBWP helps clients... Continue reading
17 Mar Business Entity analysis Working with a client’s CPA and attorney, we help them determine the best business structure based on their income ... Continue reading
17 Mar Estate Planning SJBWP will walk clients through estate planning documents, aligning the titling of their assets and listing of thei... Continue reading
17 Mar Charitable Giving Strategy Developing strategies to give using tax-efficient methods, determining how much and when to give without impacting ... Continue reading
17 Mar Roth conversion Analysis Periodically converting funds from tax-deferred retirement accounts to Roth accounts can decrease the required mini... Continue reading
17 Mar Retirement Distribution Strategy Retirement income optimization is a very important part of the financial planning work we do as it can have a subst... Continue reading
17 Mar Real Estate Analysis Assisting in analyzing a real estate investment such as rental property, purchasing a second home, or other real es... Continue reading
17 Mar Financial planning for children Educating and advising young and adult children of the clients regarding financial planning matters. Continue reading
17 Mar Insurance Analysis We look at how death, disability, or long-term care needs could affect a client’s goals and how insurance should be... Continue reading
17 Mar Education Planning We will help determine what investment vehicle to use to save for education costs, how much to save, and how to inv... Continue reading