Fidelis Financial Services
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Dedicated to Building Financial Security for a Secure Tomorrow
Fidelis Financial Services is an independent investment and insurance firm devoted to identifying your financial needs and finding the best available financial products to meet those needs. Specializing in financial planning and investing, we assist in defining and achieving the financial and personal goals for small business owners, families and individuals.
04/10/2018
10 big client mistakes that can lead to a tax audit Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.
What a great message, it just happens to come from a very young man!!
04/04/2018
A few of you may find this helpful in you tax planning.
https://www.thinkadvisor.com/2018/04/03/6-potential-pet-related-tax-deductions/?kw=6%20Pet-Related%20Tax%20Deductions&et=editorial&bu=TA&cn=20180404&src=EMC-Email&pt=InsideWealth
03/12/2018
Being a CPA doesn't make you a Planner
Why CPAs should become CFPs before calling themselves ‘planners’ "Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.
Good advice to live by.
07/18/2017
While proper planning can eliminate or reduce a good portion of estate taxes, many states still impose their own estate and/or inheritance tax on top of federal estate tax.
States Dumping Estate Taxes but Beware Those That Haven’t A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
06/21/2017
Some of this is very accurate
8 Brutally Honest Truths You Need To Hear If You Want To Get Your S**t Together For the record, this isn’t meant to be a pessimistic rant about how tough life is. It’s meant to motivate you to take action armed with this knowledge.
12/29/2016
08/05/2015
Unfortunately Connecticut is becoming not only a very expensive place to live but also a very expensive place to die. Probate fees at 5% for estates over $2M, not much money when you factor in property, life insurance etc.
http://www.foxbusiness.com/personal-finance/2015/08/05/connecticut-is-now-most-expensive-place-to-die/?intcmp=hplnws
Connecticut Is Now Most Expensive Place to Die New probate fees in Connecticut have made it the most expensive place to die, making some wealthy residents wonder if they can afford to live there.
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