Thursday, February 26, 2015 | Leave a comment
The middle of February is usually the time I begin preparing our income taxes. During the year Marion and I try to keep good records of what we can write off. We log our business and medical expenses, dividends earned, interest earned on our house and other various interest bearing accounts, tax’s paid and charitableContinue Reading…
Estimated reading time: 11 minute(s)
Tuesday, February 17, 2015 | Leave a comment
5 Ways to Receive Your Money Often times when discussing annuities people will tell me my parents/grandparents had an annuity and when they died the insurance company kept the money. This did occur back in the day; however asContinue Reading…
Estimated reading time: 13 minute(s)
Thursday, January 29, 2015 | Leave a comment
Is Zero Your Hero ? Reading is something I enjoy doing. I like to read murder mysteries and sports books. Keeping current of what is happening in the business world is also important to me. I also read a lot about what is happening in the economy and how it affects the insurance and financialContinue Reading…
Estimated reading time: 11 minute(s)
Wednesday, January 7, 2015 | Leave a comment
In an earlier blog http://johncasasanta.com/2014/12/estate-documents-aware-consequences/ we outlined some of the essential estate documents that are recommended while developing an estate plan. As outlined each document is important and when they are put together as a package you can have peace of mind. Working with clients, I often hear comments like we don’t want our assets goingContinue Reading…
Estimated reading time: 13 minute(s)
Tuesday, December 23, 2014 | Leave a comment
CasaSanta Financial Services wishes you and your family a Merry Christmas and Happy New Year.
Estimated reading time: 1 minute(s)
