If you are the type of person who wants to have your family be well taken care of, to leave a legacy that is ever lasting, and to make a positive difference in the world ~ We are here to work for you.
Silver Sail Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
No Obligation Second Opinion
Is your current strategy on track for your financial independence? What to expect from our second-opinion service.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Here are six flags that may make your tax return prime for an IRS audit.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Making the most of surprises is a great reason to work with us.