Gleason Tax Advisory Group, LLC

GLEASON TAX ADVISORY GROUP, LLC IS DEDICATED TO:

Help you seek to potentially create and maintain wealth.  

 

Assist you to implement a plan that may reduce or eliminate your taxes.

 

                             Potentially generate the retirement income to do what you enjoy.

 

                             Protect your assets.

 

                             Preserve your family legacy.

 
Our firm approaches retirement analysis and tax planning from a place of working through recommendations that are appropriate for your current financial situation.
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Tax-Deferred Savings

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Don’t Bet Your Life on These Insurance Myths

Learning about common life insurance misconceptions can help you make one of the most important decisions for those you leave behind.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

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