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February 06, 2012 @ 07:37 AM

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Houston Financial Planning, Investments, Asset Management

 

Flodder Financial Group

A Leading Financial Services Firm Dedicated to "Helping You Live a Wealthy Life"

You have important questions:

  • Do my investments fit my goals and risk tolerance?
  • Am I prepared to handle today’s market volatility and economic changes
  • Am I on track to reach my retirement goals?
  • Are my company benefits working for me?

 

The answers to these questions may have a larger impact on your financial future than the decisions you make at work everyday. Are you spending enough time on these important questions and do you feel comfortable with your knowledge and expertise in these crucial areas?

We can help you develop answers to these questions, through work with:

  • Financial Planning
  • Wealth Management (managed investment accounts, annuities, etc.)
  • Life, Long Term Care, Disability Insurance
  • Tax-Advantaged Strategies
  • Estate Planning Strategies

 

We know that retirement is different for every client but no matter your situation, we can help you develop a strategic financial plan to "Help you live a Wealthy Life."


 

 

 

 

Newsletters

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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