Vertex Wealth Management, LLC

Blog

New Rates Released for Veterans Pension 2015

The U.S. Department of Veterans Affairs (VA) provides a tax-free, supplemental pension to qualifying wartime veterans and their families. To be eligible, veterans must have limited income and assets, and they generally must have a period of service that includes at least one day on active duty during wartime and 90 days total active duty time. Veterans who entered active duty after September 7, 1980 generally must have served at least 24 months or the full period for which they were called or or
View More >>

Prior Year-End Tax Planning

The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your bottom line for the 2015 tax year. Timing is everything: Consider any opportunities you have to defer income to 2016. For example, you may be able to defer a year-end bonus, or delay the collection of business debts, rents, and payments for services. Doing so may allow you to postpone paying tax on the income until next
View More >>

Year End Tax Planning and Tax Preparation

Each year with the changing of Daylight Savings we receive public service announcements to change our smoke detector batteries. With the same enthusiasm financial professionals encourage their clients to review a checklist of year end planning items. Below is a summary of financial issues that you should consider reviewing taking action on. Consider any opportunities you have to defer income. For example, you may be able to defer a year-end bonus, or delay the collection of business debts, rent
View More >>

New Year Planning and Portfolio Management

When planning your financial future it is imperative to construct a financial plan to guide you in addressing your goals while allowing you to experience life's milestones with family and friends. Whether your aspiration is to purchase your first home, fund your child's college education, have the financial freedom to travel, have a secure retirement, leave a legacy for future generations or plan for each stage of your financial life; obstacles and changes always seem to arise. For this
View More >>

Preliminary Estate Planning

A properly drafted estate plan directs your financial and healthcare wishes and desires in the event of incapacity, traveling abroad or death. We recommend that you create the following legal documents prior to having an issue. 
View More >>

Fundamental Financial Planning

Often when I'm at a social event I'm immediately asked what investments I like specifically, is there a particular stock I would recommend buying. While I believe that prudent investing is a very important part of reaching your financial goals, there are other key components to consider when addressing your financial goals and objectives.Succession planning and wealth management include three primary steps:1) Wealth and asset accumulation stage. Consider your time horizon and risk tolera
View More >>
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck