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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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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.