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RECENT ARTICLES
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
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...
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...
We work with companies in many different ways. We can provide professional service, investment advice, and educational workshops relating to your company’s retirement plan, whether you are dealing with a 401(k), 403(b), 457, or other. Tadman Financial offers a complementary initial analysis of your plan to evaluate whether it is in line with your goal of providing a retirement plan for your loyal employees.
Once you are settled into the most efficient and appropriate plan, we can assist with the execution of the plan’s investments and sponsor selection. We can also help your employees in selecting their unique investment allocations and providing ongoing education and evaluation to empower them to maximize their retirement prospects.
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RECENT ARTICLES
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
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...
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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