Please check out the menu options button (upper right or below) to learn more about my company, Russell R. Eberwein, CPA LLC. I'm proud to be in good standing since founding the firm in 1989! For those who find it helpful, we'll be happy to provide tax organizers upon request. As you visit to prepare … Continue reading What’s Changed?
In the '80's I reviewed an annuity with a retiring high school teacher. She was frugal and skeptical, but this seemed like a solid offer. The stakes were high; she had charitable giving in mind for her favorite non-profits after her need for the income no longer existed. At a certain point she began receiving a … Continue reading What is an annuity? Why consider one?
Your financial planning needs may include, but not be limited to: Investments such as Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Variable Annuities, or Fixed Indexed Annuities. You may need to consider retirement plans, 401 (k) Planning, 403 (b) Planning, College Plans, Estate Plans, Money Management, or Profit Sharing Plans. … Continue reading Who do you talk with about financial planning, and what do those titles mean?
Financial planning is the practice of looking at your needs now and in future years- in depth. A financial planner should have had accounting and/or financial training in the impact of taxation, insurance, 401K options, stocks, bonds, annuities, legal and business entities, and know balance sheets, financial software and spreadsheets. He/she should have completed ethics coursework … Continue reading What is financial planning?
There are folks who don't file for several years. This is discouraged. (But we help.) There are the people who bring everything and anything numbers in boxes, unsorted, unorganized and in a complete disarray. (But we help.) Then, there are those who fail to mention something important like the birth of a child, a different spouse, … Continue reading Five things you need for this year’s tax prep