Tax Planning Services
Additional efficiency can be generated in the "Wealth Creation" strategy by minimizing taxes whenever and where ever possible. In many instances, dollars saved in taxes can be recaptured (at no additional “out of pocket” expense) and serve as further investment funds to help create additional wealth. This simple yet often overlooked logic is an integral part of the Vineyard process. At Vineyard, we can refer you to our advanced network of CPAs and tax planners to help plan and prepare your taxes with an eye to the most
advantageous use of your tax savings to help increase your wealth. It is painfully apparent that every single dollar paid in taxes is a dollar lost forever. We strive to retain or recapture as many of those potentially lost dollars as possible for each of our clients.
Do you know if you are paying more in taxes than you should be?
To help determine if you are losing tax dollars that should be building wealth for you, give us a call.
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Market Watch
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Latest News
| What To Do Financially When A Spouse Dies |
Steps to see that financial matters remain in good order.
Presented by Bradley S. Ford
When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before us, and the responsibility of it can make us feel pressured. |
| Weekly Economic Update - 5.14.12 |
CONSUMER SENTIMENT HITS A 4-YEAR PEAK
May’s initial Thomson Reuters/University of Michigan consumer sentiment survey came in with an index reading of 77.8, the highest mark since January 2008. The current economic conditions sub-index rose to 87.3 from last month’s final 82.9 reading. |
| Sell in May ... Go Away? |
Does the old stock market cliché have any credibility in 2012?
Presented by Bradley S. Ford
An old stock market dictum says that spring is for profit-taking, or at least a time to reduce your exposure to equities. |
Financial Wellness Events
We host periodic Financial Wellness Events and Forums. Click below for more information.
