Category: Financial Strategies

 

Three Important Tax Preparation Tips

By Kyle Mostransky, LUTCF®, CLTC
Posted on March 5, 2017

We are more than two months into 2017, and that means we are right in the thick of tax season. Many people wait until the end of the year to find ways to minimize their tax bills, but why wait? If you take a proactive approach and implement strategies to lower your annual tax bill at the beginning of the year, you won’t be scrambling come December.

Since your tax bill is based on your taxable income, one of the easiest ways to reduce your tax bill is to reduce your income number. There are multiple ways to accomplish this, such as giving wisely, maximizing retirement accounts, and contributing to a Health Savings Account.

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Update Your Financial Strategy in the New Year!

By Kyle Mostransky, LUTCF®, CLTC
Posted on December 27, 2016

We all know January as a time for fresh starts, new goals, and renewed motivation. New Year’s resolutions usually lead people to purchase gym memberships, pledge to read more, or spend more time with family and friends, but have you thought about making your finances a priority in 2017? 

This is the perfect time of year to focus on your financial situation and get on track with your financial strategy for 2017.

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Case Studies: How We've Helped Clients

By Kyle Mostransky, LUTCF®, CLTC
Posted on December 15, 2016

At Mostransky & Associates, we specialize in serving successful business owners, individuals, and families who want to build and protect their hard-earned assets. From capital accumulation and income protection to business succession and estate planning, our comprehensive services run the gamut and are designed to address all of our clients’ needs and help them along their financial journey.

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Why I Became a Financial Professional

By Kyle Mostransky, LUTCF®, CLTC
Posted on November 30, 2016

People often ask me why I entered this industry and became a financial professional. Like many people, I didn’t grow up knowing what I wanted to be or what I wanted to do with my career. In many ways, I stumbled upon this opportunity. With that being said, once I began this career, I was immediately inspired by the ability I had to sit down with complete strangers, listen to their needs, and talk with them about how to achieve their goals in life. 

I knew early on that this was the career for me.

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What I Do and How I Can Help

By Kyle Mostransky, LUTCF®, CLTC
Posted on November 23, 2016

A financial professional plays a very personal role in people’s lives. As a result, it can be overwhelming to find a person you trust and want to work with for the long-term.

I founded Mostransky & Associates to serve successful business owners, individuals, and families as a trusted professional with whom they feel comfortable discussing their financial concerns, life journey, and big dreams. My team and I strive to instill a sense of security and arm them with a comprehensive plan that incorporates both their immediate and long-term goals and outlines how they can successfully transition from where they are today to where they seek to be in the future.

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