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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

CPA with offices in Boise and Bellevue, Idaho

J. Neel and Company is a growing Idaho based financial services firm. Now with offices in Bellevue and in Boise, we are even better situated to serve our clients in HaileyKetchum, Sun Valleythe Treasure Valley, and throughout southern Idaho.

Principal Jeff Neel (CPA) seeks to offer the highest level of professional financial services, while still maintaining that small town attention to detail and personalized customer service. The firm’s philosophy is to deliver quality financial service at a great value and to execute this model through a team environment.

J. Neel and Company provide a wide range of financial planning, and consulting services for businesses and individuals in the Wood River Valley and Boise area. From start-up companies to well established companies looking for a change, our Boise financial and business consulting services are customized to address your specific needs and budget.

Our tax planning and business consulting services can ensure that you and your business are on a long term path for growth and success. There have been many changes in the tax laws this year that make planning more important than ever. Ordinary income tax rates, capital gain rates, dividend taxation, estate tax, and Medicare taxes are some of the planning considerations which may affect your situation.

Our Bellevue and Boise Services include: 

1. Business Consulting:

What is the best way to set up your business? How do you grow to the next level? Are you ready to hire employees? These are some of the questions that the experts at J. Neel and company and help you address.

  • Business Plan: Whether you need a business plan to start your business, grow your business, or for a 3rd party, we can help.
  • Succession Planning: Seek to ensure a smooth transition between you and future owners through succession planning.
  • Quickbooks Training: Quickbooks can be a valuable tool for small businesses – learn to use your software.

2. Financial Compilation and Review Services

We also offer Financial Compilation and Review Services

Our commitment to quality financial service has helped us build long-term relationships with our clients. We trust you will find the information on our website useful and we look forward to setting up an appointment to learn about your situation. As always, our initial consultation is free of charge. Set up a free consultation in Boise or Bellevue today!

 


Helpful Content

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

 

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

How to Appeal Your Property Taxes

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Keeping Good Records is Good Business

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The Utility of Sector Investing

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Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Sequence of Returns

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

Comparing Investments

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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See how long a lump sum of savings could last based on your withdrawal rate and return.

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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Surprises

Making the most of surprises is a great reason to work with us.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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