Unity Financial Advisors
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Learn More About Unity Financial Advisors And The Services We Offer
Our commitment is to help you work towards achieving all your financial goals and to guide you towards a ‘worry free’ retirement.
At Unity Financial Advisors, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.
We are relationship driven. Our solutions are not one size fits all. We aim to provide impeccable client service to minimize taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect, maintain, and enhance our clients' lifestyle.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Four vacation destinations you might never have thought of.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?