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Zephyr Blog

Roth IRAs

A Tool to Maximize Tax Efficiency or Start Your Children or Grandchildren on Their Way Toward a Healthier Retirement

Paying taxes is so engrained in our lives that many people do not even think about tax reduction until it’s time to file their tax returns. Unfortunately, by that point it’s usually too late to implement a strategy for minimizing their tax bill. Click Here to Read More

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Navy Seal Event

The Zephyr Team would like to thank everyone that attended our Navy Seal Event at Nonna on May 1st.  It really is a joy for us to gather with our clients outside of the office, and to do something fun or out of the ordinary.  We hope to see you at our next event!

Sincerely,

The Zephyr Team: 
Cher, Marsha, Vanessa, Janet and Tami

 

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2nd Quarter Newsletter

After a blockbuster start to 2018, equity markets have been caught in a vicious circle of trading over the quarter’s last two months, with volatility and uncertainty taking center stage. While a combination of factors like solid earnings, upbeat economic data and new tax legislation have fueled some rallies, inflation fears, protectionist and anti-trade Trump policies, Washington turmoil and faster-than-expected interest rate hikes continue to weigh on equity market returns. Click Here to Read More

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Zin Bistro Event

The Zephyr Team would like to thank everyone that attended our Women's Event at Zin Bistro on February 13th.  It really is a joy for us to gather with our clients outside of the office, and to do something fun or out of the ordinary.  We hope to see you at our next event!

Sincerely,

The Zephyr Team: 
Cher, Marsha, Vanessa, Janet and Tami

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First Quarter Tax Report

Tax season has arrived—again. The Internal Revenue Service reported on January 23rd that it successfully started accepting and processing 2016 federal individual income tax returns on schedule. According to the IRS.gov website, more than 153 million returns are expected to be filed this year. Taxpayers have until Tuesday, April 18, 2017 to file their 2016 returns and pay any taxes due. The deadline is later this year due to several factors. The usual April 15 deadline falls on Saturday this year, which would normally give taxpayers until at least the following Monday. However, Emancipation Day, a D.C. holiday, is observed on Monday, April 17, giving taxpayers nationwide an additional day to file. By law, D.C. holidays impact tax deadlines for everyone in the same way federal holidays do. Taxpayers requesting an extension will have until Monday, Oct. 16, 2017 to file.

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Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise.
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Investment Management

At Zephyr Investment Management, we believe that a focus on managing downside risks is essential to your long-term financial security. We believe the upside will take care of itself and the real value of investment management is generated by limiting the downside.
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Retirement Services

We see financial planning and investment planning as the key components to a secure retirement. Building on our work in these areas, we work with you to define a solid vision of what your retirement looks like to you. While this vision may evolve over time.
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Zephyr’s Blog

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  This new legislation made major changes to a number of tax rules that govern retirement savings. Many of the...