Fidelis Financial Services

Fidelis Financial Services

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Dedicated to Building Financial Security for a Secure Tomorrow

10 big client mistakes that can lead to a tax audit 04/10/2018

10 big client mistakes that can lead to a tax audit Audit rates are dropping, but there are still triggers that taxpayers can avoid to further reduce their risk.

8 Brutally Honest Truths You Need To Hear If You Want To Get Your S**t Together 06/21/2017

Some of this is very accurate

8 Brutally Honest Truths You Need To Hear If You Want To Get Your S**t Together For the record, this isn’t meant to be a pessimistic rant about how tough life is. It’s meant to motivate you to take action armed with this knowledge.

Connecticut Is Now Most Expensive Place to Die 08/05/2015

Unfortunately Connecticut is becoming not only a very expensive place to live but also a very expensive place to die. Probate fees at 5% for estates over $2M, not much money when you factor in property, life insurance etc.

http://www.foxbusiness.com/personal-finance/2015/08/05/connecticut-is-now-most-expensive-place-to-die/?intcmp=hplnws

Connecticut Is Now Most Expensive Place to Die New probate fees in Connecticut have made it the most expensive place to die, making some wealthy residents wonder if they can afford to live there.

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