DREAMS AND GOALS FOR YOUR FUTURE
At Nithman Financial Group we assist individuals to bring their dreams into sharp focus and turn them into specific, attainable financial goals and objectives. We help sort through all the options and create a personalized strategy to fit each client’s values and lifestyle. Whatever your age or spending habits, it’s never too late to begin doing the right thing for your financial future. We look forward to working with you through all the stages of your life. Our services include Wealth Management, Retirement Planning, Tax Planning, Education Funding, Estate Planning and Asset Protection.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn when it may not make sense to file a claim on your home insurance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.
$1 million in a diversified portfolio could help finance part of your retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?