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
-
Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.