Thompson Financial & Accounting Services, LLC provides innovative strategies including; professional fee based money management, income tax planning and preparation, accounting and bookkeeping, retirement plan administration, and estate and business consulting. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement-or looking to better understand certain investment ideas-we can help you address your most pressing financial questions. Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort.
Whether you're facing retirement-or looking to better understand certain investment ideas-we can help you address your most pressing financial questions. Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort.
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Manage personal affairs while you're alive and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Retirement
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Where will your retirement money come from?
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
For many, retirement includes contributing their time and talents to an organization in need.
If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.
Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
For many, retirement includes contributing their time and talents to an organization in need.
Estate
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Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A will may be only one of the documents you need-and one factor to consider-when it comes to managing your estate.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
Probate can be a completely public process, or it can be managed to include as little information as possible.
A will may be only one of the documents you need-and one factor to consider-when it comes to managing your estate.
Investment
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Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Insurance
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Insurance transfers the financial risk of life's events to an insurance company.
A sound insurance strategy can help protect your family from the financial consequences of those events.
A strategy can include personal insurance, liability insurance, and life insurance.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
If your family relies on your income, it's critical to know what their needs would be in the event of your death.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A sound insurance strategy can help protect your family from the financial consequences of those events.
A strategy can include personal insurance, liability insurance, and life insurance.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
If your family relies on your income, it's critical to know what their needs would be in the event of your death.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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