Estate Planning Vero Beach

  • Do You Know What A CDFA is?

    By Staff Writer on June 9, 2016
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    Divorce is difficult. Even when both parties are in agreement that it is time to part ways, things can get contentious. Each partner wants to be certain they are being treated fairly, and fairness can be relative. That is why it is important to use a CDFA, a Certified Divorce Financial Analyst.
  • About IRA’s

    By Staff Writer on May 19, 2016
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      Each year you deposit funds in your IRA to make certain there is money to support you when you choose to retire, or at least cut back on working full time. Depending upon the type of IRA, there are requirements for  mandatory distribution at certain ages and if you have done a good enough job of growing your IRA, […]
  • Why Hire a CPA ?

    By Staff Writer on May 12, 2016
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    CPA vs Accountant. Both deal with numbers, both can prepare your tax returns, but only the CPA has had the training to advise you in your business and on your personal investments.
  • Taxes Have Been Filed, Now What?

    By Staff Writer on May 5, 2016
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    As CPA’s, Matt and I sometimes wonder if some of our clients forget we exist for the remainder of any given year. We think they would be wise to look their tax returns over, think about what they see, and then call us for an appointment.
  • Charitable Giving

    By Staff Writer on April 20, 2016
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    Charitable contributions are good for your company, and they are good for you.  They also help people who need it. But there are things you need to know before you claim charitable deductions on your tax returns. First, if this is a small, local charity, before you make a donation, ask for the Tax Exemption ID of the Charity you […]
  • People Are On the Move Once Again

    By Staff Writer on March 3, 2016
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    Until a couple of years ago, people who were employed, even underemployed, did not dare leave their jobs. This was making it very easy for some corporations to just keep piling on the work, without offering more compensation or better benefits. After all, jobs were hard to find, health care isn’t cheap, and their employees were pretty much held captive. […]
  • Who Are Millenials and Why Are They Different from Boomers?

    By Staff Writer on January 20, 2016
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    In our realm, most of our customers are the tail end of the Baby Boomer generation, others come from what is commonly known as GenXers. Most of our clients are self employed. Some are retired. Over the course of the last two years, however, we are starting to work with Millenials. While there appears to be some variation of exactly what […]
  • Retirement Myths

    By Staff Writer on November 27, 2015
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    I am always intrigued when a client comes in and carefully explains some information to me that I know for certain is not quite what they think it is. I saw this post on USA today and I am not reassured that I am not the only ones who gets exposed to some of the more common myths about retirement.
  • Planning For Your Future

    By Staff Writer on November 20, 2015
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    McCain and Samons are in the business of helping people with their finances. Whether it’s tax strategies or business plans or your plans for retirement. We  help business owners to strategize and find ways to use their money effectively.

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