The Ewing Group

Your Source for Financial Clarity

You work hard for your money.  Shouldn't it work just as hard for you?  During this time of economic uncertainity, you may not be sure where to turn. 

Do I make changes or not... or Maybe you just have questions....We are here to help!

What can I do now?...that answer depends on Your unique situation and not necessarily the advice in the latest article or news report.  Staying put might be the best choice, then again, a change may be in order....  Are you aware of new options and choices?  Do you know which ones are right for Your situation?   At the Ewing Group, we believe in giving our clients as much information as possible to help them understand what they have currently and what options you have going forward. 

With information comes power!  Call us at 877-680-4040 to find out more!          There's no obligation.  You may also use the 'Contact us' link above to send a request via email. We look forward to hearing from you! 

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

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