Welcome to the Wagner Financial Services web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you utilize the expertise and knowledge of Wagner Financial Services. The approach to financial planning that is taken by Marc Wagner and his team, is to utilize tax preparation as a diagnostic tool to formulate an effective financial plan for you.
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you will see the value of working with tax and financial planning professionals to pursue your financial goals.
Wagner Financial Services is here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in taxation and of personal finance.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn a little about worldwide currency in this fun infographic
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The federal government requires deceased individuals to file a final income tax return.
Healthy habits are one of the greatest gifts to give your child.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
Making the most of surprises is a great reason to work with us.
A bucket plan can help you be better prepared for a comfortable retirement.