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.
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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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
2018 could be shaping up to be an interesting year.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
That big list of dreams and goals isn't the only way to look at your bucket list.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investors seeking world investments can choose between global and international funds. What's the difference?