Generosity is the key to Financial Freedom

Send Your Money on a Mission

We are the Financial Planning Guys

 

 

Does handling your finances stir up worries about retirement? Are your investment decisions crying out for greater direction, purpose, and order? Could you be overlooking lucrative opportunities that are right before your eyes?

 Most Americans fumble around when asked about their investment goals, or even why they’re amassing wealth to begin with. At best their notions are foggy: Maybe it’s to get rich—that sounds nice, but to what end? Or maybe it’s to feel secure—but how much is enough? Or maybe it’s to look successful—but who’s really watching?

 
Unless a professional helps you visualize your goals, connect with your passions, and harmonize your investments, financial decision making can be frustrating and fruitless. It’s no wonder so many Americans argue with their spouses and business partners about money: We don’t know what to do with it.
 
It Doesn’t Have to Be This Way. An attentive professional may help you envision a purpose for your wealth. Welcome to George Vieth & Associates, the financial planning guys. Get to know us, and let us help you send your money on a mission.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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