Customized Financial Strategies to Carry You Through Life
You know that managing your money, both for today and for the future, is a task of utmost importance. But actually casting a vision for your finances and then crossing the t’s and dotting the i’s to implement a plan for your success is easier said than done.
That’s where Favor Wealth comes in. We are an independent financial services firm dedicated to partnering with our clients to create a personalized, flexible plan that will help them achieve their biggest financial goals and quell their most stressful financial worries. Our goal is to help you sleep better at night and live a meaningful, fulfilling life. Instead of worrying about what’s around the corner, you can focus on what you value most.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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