Susan E Thomas CPA, Ltd
Your Trusted Financial Advisors!
 

Planning Tools

We hope you will find these articles, decision tools and faqs helpful and informative. We have included information on business ownership, education planning, government benefits, personal finance, special situations and tax planning. Just click on the links below.

 
Business Owner
 Articles
  Benefits and retirement plans
  Insuring a business
  Starting a business
  Transferring or selling a business
 Decision Tools
  Benefits and retirement plans
  Business planning basics
  Choosing an entity
  Insurance planning
  Tax planning
  Transferring or selling a business
 FAQs
  Advertising a business
  Employee benefits and other issues
  Home-based businesses
  Incorporating a business
  Insurance coverage
  Noncompetition agreements
  Partnerships
  Raising capital
  Starting a business
  Transferring or selling a business
  Valuing a business
 
Education Planning
 Articles
  529 plans
  Education planning basics
 Decision Tools
  529 plans
  Determining how much to save for college
  Evaluating college savings options
  Financial aid
  Tax issues
 FAQs
  529 plan basics
  529 plans: Tax issues
  Education tax credits
  Financial aid
  Student loans
  Using or withdrawing 529 funds
 
Government Benefits
 Articles
  Medicare and Medicaid
  Other government benefits
  Social Security
 Decision Tools
  Medicare and Medicaid
  Social Security
 FAQs
  Medicare and Medicaid
  Military benefits
  Social Security
 
Investment Planning
 Articles
  Choosing investment vehicles
  Investment basics
  Investment goals
 
Personal Finance
 Articles
  Managing credit and debt
  Owning a home
 Decision Tools
  Saving, spending, and borrowing
 FAQs
  Credit basics
 
Retirement Planning
 Articles
  Health care issues
  Housing issues
  Saving for retirement
  Social Security
 Decision Tools
  401(k) plans
  Health care issues
  IRAs
  Retirement planning basics
  Social Security
 FAQs
  Evaluating an early retirement offer
  Health care issues
  IRAs
  Social Security
 
Special Situations
 Articles
  Career planning
  Caring for an aging parent
  Divorce
  Loss of a spouse
  Marriage
  Planning for travel
  Raising a family
  Sudden wealth
  Terminal illness
  Unmarried couples
 Decision Tools
  Caring for an aging parent
  Financial basics
  Insurance basics
  Remarriage
 FAQs
  Career planning
  Caring for an aging parent
  Consumer protection
  Divorce
  Loss of a spouse
  Marriage
  Planning for travel
  Raising a family
  Remarriage
  Sudden wealth
  Terminal illness
  Unmarried couples
 
Tax Planning
 Articles
  General tax planning
  Tax credits and deductions
  Taxes and insurance
 Decision Tools
  General tax planning
  Tax credits and deductions
 FAQs
  General tax planning
  Tax credits
  Tax deductions
  Taxes and child support/alimony
  Taxes and home ownership
  Taxes and insurance proceeds