Helping Small Business Owners Navigate the Retirement Maze
As a small business owner, you’re faced with a number of decisions every day regarding your company and employees. In the process of handling your business and career, your personal planning may have fallen by the wayside. At Quality Financial Group, LLC, we are very familiar with the day-to-day challenges of running a business. Led by Frank Mosier, a registered representative with more than 20 years of experience, our professionals' goals are to serve as your financial partner to help ensure your personal financial strategies are in place, including business planning and income planning.
While owning a business and strategizing for retirement can be complicated, we strive to simplify the process of business and retirement strategizing. As business owners ourselves, we bring our own experiences to the table to help our clients plan for their futures, reduce expenses, maximize profits, and leave legacies.
Based in Phoenix, we work with clients throughout Arizona. We invite you to contact us today to learn more about how we can assist with your personal financial needs while you focus on your business.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Marriage changes everything, including your insurance needs.
What can be learned from the savings rate?
A look inside the U.S. government's statistics on household net worth.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.
Understanding the cycle of investing may help you avoid easy pitfalls.
Agent Jane Bond is on the case, cracking the code on bonds.