This second edition of Financial flyer is an important issue to read.

Our firm has an extreme spread of clientele - numerous 1/2 millionaires and millionaires mostly retired and numerous workers that will make millions before they retire.

if you are retired, consider our Estate planning services to help give your heirs more and the government less.

if you are still working, talk to us about tax strategies to lower taxes and increase your investment $’s.

We will talk about disarming your time bomb on qualified money funds.

Tick, Tick, Tick...

The Peter Sellers’ movie “Dr. Strangelove” - “or how I learned to love the bomb”, is a hilarious satire on our countries nuclear program.

What isn’t so funny is what happens to some people on their tax returns.

Some have a ticking time bomb ready to go off - and when it does - it causes a lot of collateral damage to their checkbooks and/or their surviving heirs!

Once one becomes complacent - it is easy to forget how dangerous taxes can really be to our financial health.

That is the intent of this newsletter - to disturb you enough to maybe spend a little more time this coming year in learning how to manage your federal and state income taxes.

FSI utilizes financial strategies that integrate high quality investments to produce either tax credits, passive losses, or a combination of both. This helps offset regular income taxes or passive gains from passive activities such as rental property, etc.

Also, some may need to do more to manage federal estate taxes as well. Potential estate tax liabilities can be reduced with gifting programs, investment changes, etc. If you give our firm a chance, we can help you give more to your heirs and less to your Uncle Sam!

Of course, taxes on 401k, IRA, and other pension funds is the final tax bomb. Give us a call to learn how to defuse or deflect the tax damages these funds will cause some day.

Tick, Tick, Tick...