To service the clients needs professionally and confidentially; To adhere to the professional standards of conduct in guiding our clients; To protect insurable obligations; and attain your financial security as if it were our own. Daily Money Management (DMM) programs provide personal financial assistance to seniors, individuals with critical illness, disabilities and the busy entrepreneur.
Are you prepared if the unexpected were to happen tomorrow? What would your family do if you were to pass prematurely? Together we can analyze your specific situation and determine if you are properly protected. Can you continue your present standard of living into your retirement years? When can you safely retire without running out of money? Annuities can help create guaranteed lifetime income to supplement Social Security benefits to facilitate your needs in retirement.
Have you thought about the effect of taxation on your beneficiaries if you were to pass away? We will evaluate your exposure to Estate Taxation and provide options to help create a tax efficient strategy.
Are you prepared if the unexpected were to happen tomorrow? What would your family do if you were to pass prematurely? Together we can analyze your specific situation and determine if you are properly protected. Can you continue your present standard of living into your retirement years? When can you safely retire without running out of money? Annuities can help create guaranteed lifetime income to supplement Social Security benefits to facilitate your needs in retirement.
Have you thought about the effect of taxation on your beneficiaries if you were to pass away? We will evaluate your exposure to Estate Taxation and provide options to help create a tax efficient strategy.
Services
JoAnn Palmieri is the Founder and President of Palmieri & Associates in Pittsburgh.
JoAnn's affinity for insurance and financial matters began more than 20 years ago when she founded the company.
JoAnn is a lifelong resident of the Pittsburgh area and has established herself as a pillar in the community by helping people set clear and defined goals that preserve principal and provide income.
JoAnn has provided highly personal advice to clients helping them to identify tax savings through various safe financial products and utilizing the various tax strategies available to seniors to protect their assets.
JoAnn's affinity for insurance and financial matters began more than 20 years ago when she founded the company.
JoAnn is a lifelong resident of the Pittsburgh area and has established herself as a pillar in the community by helping people set clear and defined goals that preserve principal and provide income.
JoAnn has provided highly personal advice to clients helping them to identify tax savings through various safe financial products and utilizing the various tax strategies available to seniors to protect their assets.
Imagine for a moment that you are suddenly diagnosed with a terminal illness.
Or, on your way home from work, you unfortunately find yourself in a fatal accident leaving your loved ones no longer having you for security.
Could you leave this world completely confident that your spouse and children would continue living in the manner in which they have grown accustomed?
Would your children be able to stay in the home you have worked so hard to provide?
Together we can analyze your specific situation and determine if you are properly protected.
Or, on your way home from work, you unfortunately find yourself in a fatal accident leaving your loved ones no longer having you for security.
Could you leave this world completely confident that your spouse and children would continue living in the manner in which they have grown accustomed?
Would your children be able to stay in the home you have worked so hard to provide?
Together we can analyze your specific situation and determine if you are properly protected.
At a person's demise there are certain typical problems which, if not planned for, create a burden on those who are left behind i.e.
Financial burdens, Transfer of assets, Taxation, Care of a minor.
The importance of completing one's estate plan before it is to late cannot be over emphasized.
Delaying this VERY CRITICAL FINANCIAL DETAIL until shortly before death or not at all can result in unintended Estate Tax Consequences.
By implementing the Capital Transfer Strategy as a planning tool in your portfolio it will involve transferring capital from one asset to another.
Financial burdens, Transfer of assets, Taxation, Care of a minor.
The importance of completing one's estate plan before it is to late cannot be over emphasized.
Delaying this VERY CRITICAL FINANCIAL DETAIL until shortly before death or not at all can result in unintended Estate Tax Consequences.
By implementing the Capital Transfer Strategy as a planning tool in your portfolio it will involve transferring capital from one asset to another.
Let us help you take the worry out of filing your income tax return.
You can rely on us to assist you in filing timely and correct tax returns year after year.
Most Americans are obsessed with tax refunds.
More than 75% of U.S. taxpayers give the IRS an interest free loan every year.
Then again others continue to owe.
Both situations are easy to correct.
You may also have a flat fee withheld.
For some, higher withholding can help to eliminate the hassle of paying quarterly estimates for additional income.
You can rely on us to assist you in filing timely and correct tax returns year after year.
Most Americans are obsessed with tax refunds.
More than 75% of U.S. taxpayers give the IRS an interest free loan every year.
Then again others continue to owe.
Both situations are easy to correct.
You may also have a flat fee withheld.
For some, higher withholding can help to eliminate the hassle of paying quarterly estimates for additional income.
Daily Money Management (DMM) programs provide personal financial assistance to seniors, individuals with critical illness, disabilities and the busy entrepreneur.
Whether a person needs comprehensive help or just a monthly reminder to pay bills, the Daily Money Manager can mean the difference between living independently and living in an assisted living facility.
Daily Money Managers also offer relief to family members and caregivers who are providing care to their older parents or relatives and assist in the hectic lifestyle of an entrepreneur.
Whether a person needs comprehensive help or just a monthly reminder to pay bills, the Daily Money Manager can mean the difference between living independently and living in an assisted living facility.
Daily Money Managers also offer relief to family members and caregivers who are providing care to their older parents or relatives and assist in the hectic lifestyle of an entrepreneur.
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