Securing your family's financial future is one of the most important goals you can achieve. Below is a wide selection of financial services that will help you and your family reach your financial goals.
FINANCIAL PLANNING
Our principals are CFP's from the Certified Financial Planner Board of Standards - a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. Let us help you with any and all aspects of your personal financial planning
FINANCIAL NEWS AND QUOTES
Nasdaq.com - includes quotes, news, market activity, and IPOs.
Big Charts.com - Charting service providing free access to charts, reports, indicators and quotes for stocks, mutual funds and major market indices.
PC Quote.com - Provides real-time and delayed securities quotations and news to professionals and consumer markets worldwide.
INVESTMENT OPPORTUNITIES
The United States Conference of Catholic Bishops (USCCB) has published it's Social Responsible Investment Guidelines which calls the Faithful to exercise faithful, competent and socially responsible stewardship in how it manages its financial resources. As a Catholic organization, we draw from the Conference in regards to the values, directions and criteria which guide its financial choices from the Gospel, universal church teaching and Conference statements. In order to function effectively and to carry out its mission, like the Conference which depends on a reasonable return on its investments and is required to operate in a fiscally sound, responsible and accountable manner, we too share this vision. The combination of religious mandate and fiscal responsibilities suggests the need for a clear and comprehensive set of policies to guide our client's investments and other activities related to corporate responsibility. With this mandate, we work with Mutual Funds, REITS, Trust Deed Investments and more which are designed specifically for morally responsible investors who are looking for financially sound investments in companies that do not violate the core teachings of the Catholic Church. Please contact us for more info
TAX PREPARATION AND PLANNING
We understand that Taxes are a foreign language to most of you, but trust us, a little advanced planning will help you reduce the taxes you owe. We believe that Tax Planning is the key to any and all Financial Planning. Here are some ideas that we can work with you to minimize the tax burden each and every year.Manipulate your Income - the most basic (yet complex) concept in year-end tax planning. It involves postponing tax bills into the future by deferring income into the next year and accelerating deductions into the current one. The side effects of doing this make it complex. Let our experts help.
Make the Most of year-end Selling - Unload those loser stocks and minimize the tax effect of your gains and/or take advantage of another $3,000 ($1,500 MFS) deduction against your regular income. Once again, let our experience professionals help you.
Time your Mutual Fund buys and Sells - For those looking to unload your appreciated mutual funds held more than 12 months toward year end, sell before the December Dividend. Our staff can share with your the value of maximimizing tax rates.
Plan ahead with your employee benefits at work - Are you maximizing your 401(k) or taking full advantage of your medical and child-care flex spending accounts. This is many times, free or tax free money to take advantage of.
Business and or hobbie? - Are you able to claim tax losses from activities the IRS might consider hobbies. Let us work with you to see if this is a viable strategy to once again maximize your tax savings, staying within the law.
AMT - Yes, the dreaded abreviation of the Alternative Minimum Tax. More and more of our clients are falling into these brackets. Let our experts help you avoid the AMT Trap this year.
ESTATE PLANNING
We are not attorneys but we can work with your councel or give recommendations to Catholic Value attorney's that up to speed on Wills, Trusts, Healthcare Directives and Powers of Attorney that are inline with the teaching of the Magasterium of the Catholic Church.
RETIREMENT PLANNING
Roth IRA Web Site Home Page - provide technical and planning information on Roth IRAs to practitioners and consumers.
COLLEGE FUNDING
SavingForCollege.com - If you'd like to know more about state-sponsored college savings plans - and other options, too.
Disclaimer of Warranties and Liabilities - Links to or information on Catholic and non-Catholic organizations found at this site are provided solely as a service to our users and are for information purposes only. We strongly advise and encourage you to seek independent tax, financial and legal counsel from qualified individuals and companies. In addition, the links do not constitute an endorsement of these organizations, their programs and/or products by Insure Catholic, and none should be inferred.
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