Welcome to Cornucopia Wealth Management, LLC.

 At Cornucopia Wealth Management, our mission is to help clients put together the pieces of the retirement income puzzle.  We help our clients to develop a road map to meet their retirement needs.

We can show you how to help make your money work harder for you and set you on the right path to achieve financial independence

 

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Is Your Business Ready for a Structure Change

Periodically, business owners may want to reconsider whether their current business structure is meeting the needs of their companies. For business owners seeking to expand their operations and reduce their exposure to risk, a popular entity has been the limited liability company. This article describes some additional benefits associated with LLCs.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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