Generosity is the key to Financial Freedom

Do you every wonder how you are doing financial compared to your peers, click here  to find out now!

 

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 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. 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.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Tax Changes for 2012

Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and estate tax exemption levels. Here are some of the major changes that could affect readers in 2012, with a table showing 2012 income thresholds for the six federal income tax brackets.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

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