Asset Advisors, LLC
As wealth advisors, we can help you define your long-term investment objectives and build a personalized investment portfolio designed with the goal to address your needs for asset protection and preservation. Find out why a fee-based approach to asset management may better serve your needs and goals.Learn more
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When to start? Should I continue to work? How can I maximize my benefit?
What can be learned from the savings rate?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.