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  

MONTHLY MARKET SUMMARY

 
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

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

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