Tax and Financial Planning for Now and Your Future
For more than twenty years, we have helped our clients focus to grow their businesses, manage their taxes, and pursue financial security.
Integrating tax experience and financial services gives us a holistic comprehensive detailed insight into your financial world and allows us to provide
a comprehensive approach that simplifies your life.
Helpful Content
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When Markets React
When markets shift, experienced investors stick to their strategy.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?