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.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Five strategies for managing your student debt.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
A four-step framework for building a personal legacy.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn a little about worldwide currency in this fun infographic
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here’s a crash course on saving for college.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.