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Attiliis and Associates - Alexandria, VA

 
  
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A Specialized Approach Meant For You

There’s a lot of noise surrounding personal finance, and the newest trend or hottest advice is not necessarily the best choice for every individual. By working with a professional, clients may be able to better understand the best courses of action in regards to accounting, tax, and financial services.

At Schlosser, Fleming & Associates, Ltd. we address all aspects of your financial plan and develop solutions that address your needs comprehensively. Contact us today to get started.

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A Penny Saved is Two Pennies Earned

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Trends in Charitable Giving

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The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

 

Protection Against Uninsured Drivers

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Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Retirement Traps to Avoid

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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