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.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Technology tips to make your next trip even better.
Learn when it may not make sense to file a claim on your home insurance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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 estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investors seeking world investments can choose between global and international funds. What's the difference?
What are your options for investing in emerging markets?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Have you explored all your options when it comes to managing your taxable income?
Recent changes in estate tax laws could affect the strategy you have in place.