SERVICES
Penny Lane Financial Services
Income Planning
Switching from working and receiving a paycheck to retirement and spending savings requires a new way of thinking. You may have questions about how this will work or how will your money last through retirement. Maybe you're already retired and would like a second look. Either way our knowledgeable staff will help you manage this chapter in your life.
Estate Planning
Many people put off estate preparation because they view it as morbid or depressing. We prefer to treat it as preparing for life and protecting your family from the unexpected. Though you cannot control the future, these preparations help you focus on what you can control and empower you to care for your loved ones long after you’re gone.
Tax Strategies
The simple word “taxes” can make people squirm as they think about all the details they need to address. With some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem. Some things to think about:
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Minimize income taxes
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Minimize Social Security taxes
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Maximize contributions to tax-advantaged accounts