Our mission is to serve and enrich our clients' lives through the very best in financial planning. This is a participatory process that is designed to help our clients to make the right decisions for their financial future.

We will always take the time to do what is in the best interest of our clients. We strive to accomplish this through regular client communication, education, periodic meetings, and by providing a service that exceeds our clients' expectations whenever possible.

We will always be courteous, caring and take the time to answer our clients' questions and concerns, no matter how large or small. This means we must always focus on our clients and be attentive to their individual needs.

Ultimately, we aim to help you gain confidence in your investments through Financial Independence, so our clients may spend their time enjoying life!

 

Sudol Group (The), Financial Planning Consultants, Las Vegas, NV
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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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Market Watch

May 25, 2012 @ 04:12 PM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01

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