Byron Ellis - United Capital Financial Advisors

Computers Made Easy

At Computers Made Easy, we provide personalized, in-home, one-on-one training for Baby Boomers and small business owners in Marin or San Francisco counties. Our focus is on how to use computers, smartphones and tablets. We can help you with passwords so that you never forget them again, as well as Google Apps such as Gmail, Calendar, Docs and Spreadsheets. We can also show you how to manage your email inbox, migrate to Gmail.com accounts and use Dropbox for file access and backup. For computer users, we cover basics such as the transition from Windows to Mac (or vice versa), shortcut keys for the most efficient workflow, downloading and installing programs, Microsoft Excel and Word, mail merge for label creation, managing photos with Picasa, getting organized and creating presentations using PowerPoint or Keynote. We also have expertise with iPhones and iPads, helping you to learn about iCloud, back up your devices, find them with Find My iPhone, send photos to others, use Siri, use dictation instead of typing, select recommended apps, use Maps from Calendar to navigation, understand WiFi and your mobile plan, and clean up your duplicate contacts. Finally, we can show you the best of business tools: getting paid with Square Reader or Square Cash, keeping track of finances with Mint.com, Quicken or Quickbooks, conducting video calls with Google Hangouts or Skype, tracking your car's location and mileage with Automatic, sending email blasts with MailChimp, reading business cards with ABBYY, time tracking with Harvest and using Google Voice.

Nuance Financial Tax and Accounting

At Nuance Financial Tax and Accounting, we are committed to helping families and businesses make the most of their efforts. Our mission is to provide South Metro Minneapolis & St. Paul with top-notch tax and accounting services. We specialize in serving small businesses and ministries as their outsourced accountants, while also helping families implement the Dave Ramsey Financial Peace University 7 baby steps for better financial planning. We offer a wide range of services including payroll, bookkeeping, accounting, tax planning, tax preparation, and tax filing. With our experienced team, we are confident that we can help you maximize your effort and get the optimal return.

Byron Ellis - United Capital Financial Advisors

Baby Boomers are facing a unique set of financial struggles due to today's economy: protecting their wealth, managing high life expectancy and medical costs, and taking care of those they love. This can be overwhelming, with the rising deficit, taxes, and investment markets continuously changing. To help them navigate these challenges, Byron Ellis - United Capital Financial Advisors in The Woodlands offers guidance to Baby Boomers. Our team has decades of experience and developed a process that is easy to use and understand while also providing powerful and lasting results. We strive to give Boomers the clarity and confidence they need for long-term success. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Cody Holliday: Allstate Insurance Agent

Overview: Insurance is something that can be tough to understand. It can be confusing and often people don't actually understand what they are purchasing. We use our experience and what we know to be true about insurance and bring that to customers. We feel like folks will make the correct decision for themselves and their families if they have the information at hand. Helping people is in the core of our business. We help families protect what is most important. That might be a first-time home buyer, with protecting their biggest asset to date. That might be the family like mine with two small children and making sure that if I were to die, my family would be able to stay financially stable. That might be a family with a teen driver trying to learn ways they can save money while still protecting themselves during times of higher risk. That could also be the baby boomer approaching retirement or that might have questions about different types of Insurance.

CTMedicareHealthPlans

CTMedicareHealthPlans provides advice and recommendations to Connecticut's baby boomers and seniors on how to make a smooth transition to Medicare. We can offer guidance on Medicare Supplement (Medigap) plans, Medicare Prescription Drug Plans, and Medicare Advantage Plans. Our team is here to answer any questions and provide assistance in navigating the complexities of Medicare for Connecticut residents.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!