Understanding Today’s Financial Environment
At Quintus Financial Services, our main goal is to clarify the complex. Our client's goals are specific, they want to be able to retire at a certain time and live a specific lifestyle. They want their kids to go to college. They want to make sure they pass their wealth onto future generations as efficiently as possible. We use our process to craft a plan to help move this complex plan forward while giving our clients peace of mind so they can focus on what is truly important - family and security.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
There are things about Social Security that might surprise you.
Understanding the economy's cycles can help put current business conditions in better perspective.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate your monthly and annual income from various IRA types.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all of your choices when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here's three tips.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Recent changes in estate tax laws could affect the strategy you have in place.