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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This worksheet can help you estimate the costs of a four-year college program.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that home, you invested that money?
Here are five facts about Social Security that might surprise you.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.