Vining Financial Services, Inc., Financial Planning, Investment

SOLID FINANCIAL PLANNING FOR A SOLID FINANCIAL FUTURE

At Vining Financial Services, Inc., personalized solutions are designed to fit each client's unique goals. Planning your financial future can be a daunting responsibility. By offering guidance and education, Karen is committed to helping her clients make informed decisions that will solidify their financial future.

Karen has an exceptional practice that includes a qualified team committed to delivering outstanding service and dedicated to helping each client attain their goals. 

"Our clients are our most valuable asset" 

 

Karen Vining
named
2011 FIVE STAR Wealth ManagerSM       
(Three Year Winner)
 
Only 7% of wealth managers in the Atlanta
area received this distinction.

See Karen's Ad in the October 2011 issue of Atlanta Magazine  

 
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Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

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