financialnavigationllc.com
Money | Financial Navigation LLC
http://www.financialnavigationllc.com/resource-center/money
Tax and Accounting Practice. Tax Preparation and Planning. One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Your Cash Flow Statement. Keeping Up with the Joneses. US Personal Savings Rate. Budget C...
financialnavigationllc.com
Resource Center
http://www.financialnavigationllc.com/resource-center
Tax and Accounting Practice. Tax Preparation and Planning. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Or it...
financialnavigationllc.com
Tax | Financial Navigation LLC
http://www.financialnavigationllc.com/resource-center/tax
Tax and Accounting Practice. Tax Preparation and Planning. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
financialnavigationllc.com
Tax Resources | Financial Navigation LLC
http://www.financialnavigationllc.com/tools/tax-resources
Tax and Accounting Practice. Tax Preparation and Planning. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Or its subsidiaries.This site m...
financialnavigationllc.com
Products and Services
http://www.financialnavigationllc.com/p/products-and-services
Tax and Accounting Practice. Tax Preparation and Planning. We provide assistance in the following areas:. 401 (k) Planning *. 403 (b) Planning *. Money Purchasing Plans *. Profit Sharing Plans *. Long Term Care Insurance. These services are offered by John Gerlick through his affiliation with HD Vest. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through HD Vest Investment Services. Advisory Services offered through HD Vest Advisory Services. The HD Vest ...
financialnavigationllc.com
Professional Money Management Video
http://www.financialnavigationllc.com/p/professional-money-management
Tax and Accounting Practice. Tax Preparation and Planning. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through HD Vest Investment Services. Advisory Services offered through HD Vest Advisory Services. 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000. Financial Navigation LLC is not a registered broker/dealer or independent investment advisory firm. . 1166 W Princeton Place. Series 6, 7, 63, and 66.
financialnavigationllc.com
Investment | Financial Navigation LLC
http://www.financialnavigationllc.com/resource-center/investment
Tax and Accounting Practice. Tax Preparation and Planning. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. The Junk Drawer Approach to Investing. Inflation and Your Portfolio.
financialnavigationllc.com
Useful Links
http://www.financialnavigationllc.com/p/useful-links
Tax and Accounting Practice. Tax Preparation and Planning. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. Colorado Department of Revenue. Colorado Secretary of State. Check the background of your financial professional on FINRA's BrokerCheck. Securities offered through HD Vest Investment Services.
financialnavigationllc.com
Lifestyle | Financial Navigation LLC
http://www.financialnavigationllc.com/resource-center/lifestyle
Tax and Accounting Practice. Tax Preparation and Planning. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions. The Richest Man in Babylon. To Catch a Thief.
financialnavigationllc.com
Retirement | Financial Navigation LLC
http://www.financialnavigationllc.com/resource-center/retirement
Tax and Accounting Practice. Tax Preparation and Planning. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Sit, Stay, Rollover: A Guide to IRA Rollovers. Raise Your Retirement Income. Caring for Aging Parents.
