A Multi-Disciplinary Approach to Planning
The mission of V.I.P. Financial Matters, LLC located in Altoona, PA is to help our clients accumulate, protect, and transfer their wealth. We coordinate legal, tax and financial issues for our clients, and this multi-disciplinary planning approach helps to eliminate confusion, avoid costly mistakes, and to simplify their lives, all of which can give you a better peace of mind. Our expertise, experience, and knowledge in these areas, as well as our access to teams of practicing attorneys, accountants and financial specialists set us apart from other professionals.
Think about your financial life as a thousand-piece puzzle: every single piece must fit together to create the desired picture. At VIP Financial Matters, LLC, we bring your financial picture into clear focus by learning what is important to you. We then use our comprehensive wealth management planning system and multi-disciplinary approach to put your financial puzzle pieces together in an organized and coordinated manner.
Want to discover if pieces of your financial puzzle are missing? Contact us today to schedule your free initial consultation, with no obligation.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a quick guide to checking to see if you have unclaimed money.
There are a few things to consider when buying or leasing your next vehicle.