When creating a mosaic, the artist begins by gathering and collecting pieces of clay, glass, porcelain or photography that, individually, represent nothing. But the experienced eye of a mosaic artist can already see a beautiful picture that the average eye would have difficulty discerning.
At Mosaic Financial Group, we look at each client's financial portfolio in much the same way. We work with our clients to help them form a comprehensive vision of how they want their money to work for them. Then we begin selecting the pieces- the most appropriate financial tools and strategies among the many available to us- that will enable us to bring the vision to life.
Newsletters
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Medical Debt and Your Credit Report
This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.