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

The Power of Tax-Deferred Growth Events on Wall Street The Facts About Income Tax The Cost of Procrastination

Welcome to The Sharp Financial Group

The Sharp Financial Group is a robust full-service financial-services firm which provides complimentary 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. 

 

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Perception vs. Reality

Perception vs. Reality

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

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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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.

Your Cash Flow Statement

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

5 Smart Investing Strategies

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

Investment Strategies for Retirement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

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?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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