Silver Sail Wealth Advisors

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The Power of Tax-Deferred Growth What Can a Million Dollars Buy You? From Boats to Brokers Perception vs. Reality
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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.

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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.

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Elegant and Simple Wealth Management

We help affluent clients address their five biggest concerns.

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Intelligent Investing Crafting Your Portfolio

We understand that with wealth comes responsibility. We can help you effectively manage this responsibility, giving you more wealth-building opportunities and time to live the life you want.

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Women and Financial Strategies

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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

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Donating Art: Taxation Abstraction

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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Determine your potential long-term care needs and how long your current assets might last.

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Use this calculator to better see the potential impact of compound interest on an asset.

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Assess how many days you'll work to pay your federal tax liability.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Surprises

Making the most of surprises is a great reason to work with us.

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