Comprehensive Retirement Planning
Without a roadmap, the path into retirement can be difficult. Having a strategic plan in place, with a supportive team offering guidance along the way, may make the road ahead less strenuous.
At Madison Financial Planning Group, we understand the concerns many face as they transition into retirement. Utilizing a holistic financial planning process and developing customized retirement plans, we seek to guide clients through this significant transition in life and the years to follow. Based in Syracuse, New York, we work with clients across the country. Contact us to learn how we can help you plan for your transition into retirement and the years to follow.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
For many, retirement includes contributing their time and talents to an organization in need.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
For homeowners who think their property taxes are too high, there are ways to appeal.
Simple steps may help you foil hackers and protect your privacy.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.