Navigating Your Financial Life
Through Effective Tax Strategies
When it comes to your financial life, it can be overwhelming to implement and manage multiple strategies, stay up-to-date with the latest tax regulations, and handle your many other responsibilities in life. By working with a financial and tax professional you trust, you will feel more confident in your financial future and have more time to focus on your passions in life.
I’m Sallie Mullins Thompson, a CPA, financial planner, and tax strategist who helps small business owners, families, and executives address all elements of their financial lives, including tax, investment, retirement, and asset risk.
My goal is to integrate these components into a cohesive strategy that makes sense according to specific objectives, values, time horizon, and risk tolerance. Rather than working with several different firms, my clients are able to rely on one person for their financial guidance.
My services include accounting and bookkeeping, income tax preparation, financial statements development, investment management, cash flow analysis and budgeting, college funding, retirement plans, and income protection.
As both a tax and financial professional, I consider all tax ramifications in financial decision-making with the purpose of helping you generate more disposable income for your savings, retirement, and legacy desires. Based in New York City, I work with clients throughout the entire metropolitan area.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are things about Social Security that might surprise you.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.
There are hundreds of ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate