Understanding Today’s Financial Environment
Mint Financial Strategies is an independently owned financial consulting firm with over 19 years of experience in helping individuals and business owners plan for and mange their financial goals and objectives.
Our independence means you get an objective, strategy-focused approach to your financial and investment needs.
We offer comprehensive wealth management services to anyone seeking confidence 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 strategies as your Trusted Adviser.
What Makes Us Different
We get this question all the time....Why should I work with you? What makes you different than all of the other "Financial Planners" out there? We are not a "one size fits all" financial planning firm. Everything that we do is customized for you. We start with sitting down and getting to know more about you and your financial goals. Next, we put together a comprehensive strategy - one that is not tied to financial products or investments. Once we agree on your strategy, we build a personalized portfolio with specific recommendations for you. We meet with our clients on a regular basis - often times 3-4 times per year to check in and review your investments. In addition, we offer on-going educational opportunities for our clients so that they can take an active role in their plan.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Do you understand these common mobile slang terms?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.