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TAXES, FINANCIAL PLANNING AND ACCOUNTING SERVICES
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We are fortunate to be able to work with individuals and small business owners on their tax, financial planning and accounting needs. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
This type of relationship frequently develops when we work with you on your taxes, or if you own your own business, when we help you with your accounting needs. We would be happy to meet with you to discuss your needs in these areas as well. Please note that the initial consultation is complimentary!
We’re here to help educate you about the basic concepts of taxes, financial management, and accounting services, to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Try these activities to keep your brain sharp.
Tips on insuring your teen driver.
Here’s a guide to explain all the parts of Medicare.
An increasing number have been developed to help individuals with their personal finances.
Ascertaining the value of your business is important for a variety of reasons.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When do you need a will? The answer is easy: Right Now.
How do the markets usually react to elections? Was the 2016 election any different?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.