Market Watch

January 28, 2012 @ 06:26 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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Golden Door Financial

Financial Services for Individuals and Small Businesses

Golden Door Financial is a locally owned and operated Financial Services Firm.

Founder Michelle Mast, CFP®, CLU, MBA brings her  Financial Services experience of almost 25 years and her capable team together at a time when good financial advice is more important than ever.

We work with individuals and small business owners to help determine whether they are on track for their financial goals. We help to identify areas for improvement and financial strategies to fill the gaps. 

Our services include:

  • Retirement Planning
  • IRAs
  • Roth IRAs
  • 401(k)s, SEPs, SIMPLE IRAs, and other retirement plans for businesses
  • 403(b)s (TSAs)
  • Fixed and Variable Annuities
  • Insurance (both individual and group)
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Investments
  • Brokerage Accounts
  • Managed Accounts
  • Mutual Funds
  • College Savings: 529 Plans
  • Fee-Based Financial Plans

Please give us a call or email us to schedule your Complimentary Consultation.

 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

More Newsletters →

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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