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RECENT ARTICLES
Investing for Major Financial Goals

Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...

Gift and Estate Taxes

Gift and Estate Taxes

  If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...

Gift and Estate Taxes

Tax Tips: Long-Term Care Insurance

Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...

Let’s face it, insurance is no one’s favorite topic. For most people, it’s difficult to spend money to cover the risk of something that might not ever happen. We understand the term “over-insured” as much as we understand the danger of being under-insured. We want to determine your true risks and determine how much risk you want to buy off the table with insurance.

As planners, we want our clients to be prepared for life and all that it offers.

We specifically see many clients in need of life insurance reviews, education, and planning. We focus on strategies to cover 3 primary risks:

Dying too soon

Living “too long”

Living with an extended health issue

We can provide you with education on different types of risk and present potential solutions that fit in your financial life. We aren’t in business to sell as many insurance policies as we can. Our job is to arm you with knowledge and present you with the options to help you make the decisions that are right for you.

 

RECENT ARTICLES
Investing for Major Financial Goals

Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...

Gift and Estate Taxes

Gift and Estate Taxes

  If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...

Gift and Estate Taxes

Tax Tips: Long-Term Care Insurance

Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...

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Boise, Idaho
13125 W. Persimmon Lane,
Suite 200 Boise, ID 83713

(208) 286-1345

Irvine, California
9870 Research Drive
Irvine, CA 92618

(949) 510-8621
martytadman@tadmanfinancial.com