Market Watch

February 11, 2012 @ 09:18 PM

Dow Jones Industrials 12,801.23- 89.23
Nasdaq Composite 2,903.88- 23.35
S&P 500 1,342.64- 9.31

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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

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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.

More Calculators →