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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...

Imagine your ideal retirement. Does it involve travel or time with grandkids? How about difficult financial decisions or the fear of outliving your savings? We didn’t think so.

Our job is to take the strain out of those decisions. We want to make sure that your income is set up to accommodate your desired lifestyle, that it is protected given your tolerance for risk. We consider the tax-efficiency of your stream of income and how we can help you keep more of the money you have earned. Finally, we want to ensure that your wishes are protected when it comes time to pass on your legacy.

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