by Aristata | Oct 7, 2022 | Videos
A down market can stir up a lot of emotions. We get it. But our decades of experience tell us to take heart that this too shall pass. Here is a short video that can help put this into perspective. Video Script Rex Clevenger: When the markets drop significantly, as...
by Aristata | Aug 10, 2022 | Videos
We believe that Financial Planning needs to coincide with Life Planning. Our process is created to help us understand what you truly value and to give us a clear picture of the life you want to live, now and in the future. ; Video Transcript Rex Clevenger: Each time...
by Aristata | Jun 23, 2022 | Uncategorized
A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms and conditions of a future sale or buy back of a departing owner’s share of the business. Specifically, buy-sells control when owners can sell their...
by Aristata | May 13, 2022 | Uncategorized
It’s a common question. With a relatively simple answer. Contributions made to a Traditional IRA go in pre-tax. So, if your income is $65,000 and you make a $6000 Traditional IRA contribution, your taxable income is reduced to $59,000, so you have not paid income...
by Aristata | Mar 4, 2022 | Uncategorized
Tax brackets are separated into ranges of income and the more income you make the higher the tax rate. When you need to know what marginal tax rate or tax bracket you are in, it refers to the rate at which your next dollar of income will be taxed. See the chart below...
Recent Comments