Lost your job recently? Have questions on what to do with your 401k? We can help! From 7/15 to 8/15 we are offering complimentary consultations to answer questions you may have. Go to www.calendly.com/XYZFinancial to book your time slot.
CALENDLY.COM
Rob Miszti
Gen XYZ Financial Services updated their business hours.
Buying a home may be your largest financial commitment. Which loan is best for your situation?
XYZFINANCIALSERVICES.COM
Fixed or Variable Mortgage, Which Should You Pick?
Many have heard they should avoid probate; do you understand what probate is and how it works?
XYZFINANCIALSERVICES.COM
Problems with Probate
Learn more about whether you need to pay estimated taxes.
XYZFINANCIALSERVICES.COM
You May Need to Make Estimated Tax Payments If…
Retirement may change your perception of investment risk.
XYZFINANCIALSERVICES.COM
Your Changing Definition of Risk in Retirement
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
XYZFINANCIALSERVICES.COM
Retiring the 4% Rule
Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
XYZFINANCIALSERVICES.COM
A House Divided
15-year vs. 30-year: know your refinancing options.
XYZFINANCIALSERVICES.COM
Lots of Variables with Fixed-Rate Mortgages
What would happen to your loved ones if you were gone? Make financial preparations today.
XYZFINANCIALSERVICES.COM
Variable Universal Life Insurance
Earnings season can move markets. Find out why.
XYZFINANCIALSERVICES.COM
Earnings for All Seasons
Your #creditscore may impact what you pay for auto and home #insurance.
XYZFINANCIALSERVICES.COM
Does Your Credit Score Affect Your Insurance Rates?
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
XYZFINANCIALSERVICES.COM
How to Appeal Your Property Taxes
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
XYZFINANCIALSERVICES.COM
Countering Counterfeit Currency
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
XYZFINANCIALSERVICES.COM
When Heirs are Imperfect
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
XYZFINANCIALSERVICES.COM
Tax Rules When Selling Your Home
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
XYZFINANCIALSERVICES.COM
How to Appeal Your Property Taxes
There’s 5 phases to changing unhealthy behaviors. Here’s how to do it. #goalsetting #habits
XYZFINANCIALSERVICES.COM
Changing Unhealthy Behaviors
M0 is the total of all physical currency worldwide. What’s it look like?
XYZFINANCIALSERVICES.COM
How Big is Money?
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
XYZFINANCIALSERVICES.COM
Tax Rules When Selling Your Home
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
XYZFINANCIALSERVICES.COM
Disability and Your Finances
Had a great time with the guys from Auburn Business Ventures. Go check out their podcast and see why there is a rotisserie in the video!
Auburn Business Ventures
February 9 at 11:24 AM ·
New episode of 𝗧𝗵𝗲 𝗚𝗼𝗹𝗱 𝗠𝗶𝗻𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 is published and ready to listen and/or view!
📺 YouTube https://youtu.be/me-dEqbbzNU
🎧 Apple Podcasts
🎧 Google Podcasts
🎧 Spotify
In this episode we talked with Rob Miszti of XYZ Financial Services. We outlined the new California retirement program called CalSavers and it's impact on businesses. We also talked about the different routes for retirement planning and how a rotisserie oven is a good analogy for a dependable savings strategy.
Look who showed up in our lobby to warm up and escape this crazy weather!
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
XYZFINANCIALSERVICES.COM
Choosing a Business Structure
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
XYZFINANCIALSERVICES.COM
Five Most Overlooked Tax Deductions
Attention Estate Executors: Do you know about the Alternate Valuation Date?
XYZFINANCIALSERVICES.COM
Understanding the Alternate Valuation Date
