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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Retirees traveling abroad need to know that their health insurance travels with them.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Tips to avoid checking in luggage on your next vacation.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Calculating your potential Social Security benefit is a three-step process.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here’s a quick guide to checking to see if you have unclaimed money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The decision whether to buy or rent a home may have long-term implications.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.