Understanding Today’s Financial Environment
Mint Financial Strategies is an independently owned financial consulting firm with over 16 years of experience in helping individuals and business owners plan for and achieve their financial goals and objectives.
Our independence means you get an unbiased, strategy-focused approach to your financial and investment needs.
We offer comprehensive wealth management services to anyone seeking peace of mind over their financial future -- no matter if you’re just beginning to save for your future or you’re seeking retirement soon.
Our name says it all: MINT is synonymous with building wealth; it is often used to describe near-perfect or “mint” condition.
We also use it as an acronym to summarize our promise to you:
Meaningful Relationship committed to providing you with up-to-date, relevant Information and a Network of financial solutions as your Trusted Advisor.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
When considering life insurance, it's important to understand your options.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Five creative (and inexpensive) ideas for motivating your employees.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Do your insurance needs stay the same when the nest empties?
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.