A Different Approach to Personal Investing
If you were an investor in 2001 or 2008 you know how stressful investing can be. You may have wanted to sell your investments only to have your advisor tell you to just hold everything, as the markets fell day after day after day. Wouldn’t you have felt relieved to find an advisor who would have called you to tell you they had taken you out of stocks in the earlier days of those gut-wrenching times? That’s what I focus on at Mossman Financial Solutions, LLC. I am the advisor you’ve been looking for.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Estimate how much income may be needed at retirement to maintain your standard of living.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Use this calculator to compare the future value of investments with different tax consequences.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Using smart management to get more of what you want and free up assets to invest.
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There are a number of ways to withdraw money from a qualified retirement plan.
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A presentation about managing money: using it, saving it, and even getting credit.
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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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