75 Strong FInancial Group offers an extensive array of products and services to better serve our clients. We are a values driven organization that is passionate about growing and developing our organization by focusing on our values and an energenic culture. We are extremely dedicated to our clients, our communities, and our families.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.
How Long Will Your Funds Last?
How much can you afford to pay for a car?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
