Estate Management 101 Raise Your Retirement Income Women and Retirement What Can a Million Dollars Buy You?

Welcome to Four Seasons Wealth Management

We specialize in professional financial planning services, with a special focus on the complex issues of business owners, retirees and family estates. Our priority is making certain that we exceed our client’s expectations in every way.

We specialize in a team-based approach, which leverages the individual strengths and expertise of our financial team to provide the right advice for every unique situation.

We pride ourselves in providing the highest levels of customer service, professional advice, and prudent guidance. We believe that independence and objectivity are critical to successful, client-centered service and our services are always free from proprietary products and sales quotas.

For 30 years, our clients have relied on our unique team-based planning process to help them achieve their dreams and financial goals. Our clients rely on us because we listen, we care, and we put their needs and values first

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Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Making Your Tax Bracket Work

Making Your Tax Bracket Work

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

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

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The Junk Drawer Approach to Investing

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Making Your Tax Bracket Work

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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