Private Tax & Wealth Management For Select Individuals
What do you see when you look at your financial picture: a stockbroker here, a financial advisor there, a CPA in one office who refers you to an insurance person or an estate planner in other offices? From any perspective, this is a very confusing picture.
For that matter, do your accountant and your financial advisor talk to each other to discuss what you should sell for tax purposes? How about things like reducing capital gains or taking losses against ordinary income? Do any of the people you entrust with your financial future all get together with you in one room at least once a year—before December 31st—to discuss your upcoming tax preparation and its implications for you and your family’s financial future? If your answer is “No” to these questions, you are not alone.
Achieving Financial Security
At Platinum Tax & Wealth Management all new clients work with our tax & retirement professionals to compile a confidential financial profile based on income, expenses, individual needs, and goals. We review their previous three years’ tax returns, examine their current lifestyle, and prepare a personal tax plan. Based on this information, we will implement a sound, well-thought-out wealth management strategy to minimize their year-to-year tax liabilities, and provide them the opportunity to maintain their current standard of living throughout their retirement.
Just imagine a complete plan where all your Tax Planning, Investment Planning, Retirement Planning and Estate Planning needs are addressed under one roof.
We call it a holistic wealth management plan. Most responsible people call it common sense. At Platinum Tax & Wealth Management, we encourage our clients to sit down with us during the year—not only at tax time— to examine their income, their sources of income, their fringe benefit plans, their assets, their sources of interest and dividend income, and show them ways to reorganize these areas to take advantage of all the deductions that are available to them—ultimately to lower their overall tax bill.
At Platinum Tax & Wealth Management we look at the whole picture. Everything taxes, investments, retirement, insurance, lending, and estate
At Platinum Tax & Wealth Managementwe look at the whole picture—taxes, investments, retirement, insurance, lending, and estate—which allows clients to see their entire financial picture and to understand how wise decisions will let them keep more of their money, provide them with a healthy and solid financial outlook, and secure their family.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
It's important to understand how inflation is reported and how it can affect investments.
Here are six flags that may make your tax return prime for an IRS audit.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like the junk in a junk drawer.
What if instead of buying that home, you invested that money?