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Liz Pollock, Affordable Health And More LLC logo

Affordable Health And More LLC

3209 S Lake Drive, Unit 304
St Francis, WI 53235

Phone

262.439.9867

Fax

262.439.9591

Email

liz@affordablehealthandmore.com
New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck