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Will Isaacs
David Stocker
The Facts About Income Tax The Place We Call Home Proudly Serving Central Indiana 20 Under 40

Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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