Welcome to Advanced Tax Strategies, PC and Sommers Wealth Management
We have designed our site with you in mind, so please feel free to look around. You will find a wealth of information in the form of newsletter articles, calculators, and research reports.
At Advanced Tax Strategies, PC. and Sommers Wealth Management our mission is to provide each and every client with up-to-date knowledge and a level of professional service designed to assist clients in handling their finances in a tax-efficient manner.
If you have questions or would like more information about our services, please 'Contact Us'.
Changes in recent tax legislation can result in changes in your tax situation. Click Here to learn more about the recently avoided 'fiscal cliff' and other changes that can impact you.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
How to help determine life insurance needs to provide for your family after you pass away.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Important items to consider when purchasing condo insurance.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Here are 5 reason why you may consider working through retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know these three personal finance sayings?
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.