100 Tournament Drive, Suite 250
Horsham, Pennsylvania 19044
(215) 659-2130
info@sharpllc.com

Perception vs. Reality Making Your Tax Bracket Work Interest Rates: How Low Can They Go? Inflation and Your Portfolio

Welcome to The Sharp Financial Group

The Sharp Financial Group is a robust full-service financial-services firm which provides complementary accounting, tax, consulting, and wealth-planning services to meet any demands you or your business may have—regardless of the complexity. At The Sharp Financial Group, our focus is on you—delivering high quality specialized services at affordable prices. Our associates understand technical nuances across various industries, while also recognizing the extensive needs of individuals and business owners. We pride ourselves on the fact that we are not only our clients’ accountants and advisors but they also become part of the Sharp family. The Sharp Financial Group has built a reputation for providing prompt highly-effective personalized services for clients throughout the mid-Atlantic region.

Learn more about The Sharp Financial Group!

  

Helpful Content

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Tax Freedom Day

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

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What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

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