At Stockman Kast Ryan and Company, we know that planning ahead is essential to good financial management. Whether you find yourself balancing caring for aging parents and funding your children’s educations, or you need to develop some strategic plans for your business, we have helpful guides below with your needs in mind.

As always, call us at (719) 630-1186 to set up a time to meet with one of our accountants for more in-depth assistance.

“Balancing the Needs of Children, Parents and Yourself”

If you’re in your 40s, 50s or even 60s, you may already be facing or soon face perhaps the most difficult challenge of your life. It’s the formidable task of fulfilling three major responsibilities at once:
1. Raising children and funding their education,
2. Helping to care for and/or support aging parents, and
3. Funding your own retirement.

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“Financial Planning for Your Business”

Strategic plans most often focus on the business operation itself. After all, if a business fails to function as a valuable, profitable entity, other concerns can quickly become irrelevant. But a successful business must also make an effort to tie together its strategic plan with the income and estate planning goals of its owners and key executives.

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“Business Valuation Strategies”

Why do you need to know the value of your business, estate or assets? It might be to negotiate a sale, secure credit, settle a legal dispute or determine your tax liability. Or, as you’ll see below, it might be for one of many other reasons — some of which you may not have even considered.

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“Charitable Giving Strategies”

In this guide, we’ll take a close look at how giving to charity can save you both income and estate taxes while achieving your charitable goals. We also will examine the types of assets you might want to consider giving, as well as the pluses and minuses of each. Finally, we’ll discuss how to make charitable gifts. The methods presented will help you determine not only how to save the most taxes, but also how to best achieve your other charitable goals, such as supporting your favorite organizations as you wish, leaving a legacy, and even instilling the charitable spirit in your children, grandchildren or other heirs.

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“Developing a Money-Smart Retirement Plan”

Being able to retire when and how you want is probably one of your most important financial objectives. Many factors shape your ability to retire on your own terms, and the landscape is constantly in flux because of tax law changes, the economy and possibly your personal situation. To ensure you’ll have the necessary financial resources, you need to develop a plan.

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“Strategies for Wealth Management”

This booklet provides insight into the general concepts of personal wealth management, as well as specific strategies to help you pursue your goals. But successful wealth management also calls for professional guidance. So please review the ideas presented in this booklet, and then give us a call to discuss your situation.

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