Thornapple Financial Center, Inc. and Money Concepts » Services

Are Your Beneficiaries Correct?

Dramatic Design — Tue, 23 Jun 2009 01:19:42 +0000

This year one of our goals is to double check all of your beneficiaries for you.

During tax season your tax preparer may inquire about any retirement, life insurance or other accounts that might require a beneficiary. We recently learned of someone who’s mother passed away in 2010, and the only beneficiary on the account was her father who had passed away in 1995. Unfortunately this means any money in the account will go to probate and or the estate, and be taxed much higher than an IRA should be taxed.

The review may have to be done after tax season, but we feel it is a vital part of both tax and financial planning.

Health Insurance

Dramatic Design — Tue, 23 Jun 2009 01:18:17 +0000

If you are without health insurance because you have been laid off, your employer no longer offers this benefit or you have lost your job please call our office so that we can help you look into some affordable options for you. The quickest way to bankrupt your family and your extended family is to not have health insurance. Please give us a call at 269-795-3387.

Buy More Time

Dramatic Design — Tue, 16 Jun 2009 17:27:20 +0000

With QuickBooks Expertise

Let us Show You How To Use QuickBooks Financial Software To Squeeze More Time out of Every Day

Give Yourself the Gift of Time

Leave the Bookkeeping to Us

Certified QuickBooks ProAdvisor
Affordable
Customized services to your needs
Quick response time
Experienced with 10 years in business
Assisted many satisfied clients
Expertise in setting up QuickBooks financial software to help save you time and money

Watch for upcoming QuickBooks seminars this fall.

Call Beth to set up individualized appointments to help you with your QuickBooks 269-795-3387 or 1-800-795-3287.