Profile cover photo
Profile photo
Resonance Financial
3 followers
3 followers
About
Posts

Post has attachment
How to Avoid Potentially Unethical Financial Advisors. A look at one specific case and how it could have been avoided.
http://rezfin.com/avoid-bad-financial-advisors/
Photo
Add a comment...

Post has attachment
Municipal bonds can potentially help you lower your tax bill and keep more of what you earn. http://rezfin.com/municipalbonds/
Photo
Add a comment...

Post has attachment
Home sales and refinancing is on the rise as the recovery in the housing market marches on. But with interest rates also inching higher, now may be the time to make your move if you are considering refinancing/tapping equity in your home. http://rezfin.com/consider-home-equity-loan/
Photo
Add a comment...

Post has attachment
A QCD can be made tax free, can help minimize your taxable estate, and can help fulfill your philanthropic desires -- all while satisfying your annual required minimum distribution.  http://rezfin.com/charitable-ira-transfer/
Photo
Add a comment...

Post has attachment
Recent low interest rates have affected two important factors used to value wealth transfers involving trusts -- the applicable federal rate (AFR) and the Section 7520 rate -- both of which are published and calculated each month by the Internal Revenue Service (IRS).  http://rezfin.com/wealth-transfer-low-rate-environment/
Photo
Add a comment...

Post has attachment
Reminder: Concert in the Park is tomorrow from 6:00 to 10:00 at Town Square Park. The concert is featuring the band Suede. Resonance Financial is the Flagship Sponsor. This event benefits L.I.S.D.
http://www.steinerranchconcerts.com/
Photo
Add a comment...

Post has attachment
The retirement assets you’ve worked so hard to save will be taxed once distributions begin. Fortunately, there are strategies that can reduce taxes for you and your heirs.
http://rezfin.com/ira-taxes/
Add a comment...

Post has attachment
I've witnessed large inheritances, or even the anticipation of a large inheritance, reduce a beneficiary's desire to succeed on their own.  This type of trust may work for large estates, if carefully drafted, depending on the specific family dynamic
Add a comment...

Post has attachment
Charitable Giving Opportunities for Affluent Investors
The first step in evaluating giving options is assessing your personal expectations: Do you expect or need to obtain current income from the arrangement? Do you wish to maintain a high level of control over your assets during life and after death? Is your primary objective minimizing taxes? This article profiles charitable giving strategies for affluent individuals and their families.
http://rezfin.com/charitable-giving/
Photo
Add a comment...

Post has attachment
On Independence Day, should you consider an independent financial adviser? 
Add a comment...
Wait while more posts are being loaded