Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Currency has been around for a long time. Here’s a quick history lesson.
Earnings season can move markets. What is it and why is it important?
The true cost of raising a child may be far more than you expect.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?
Here are five facts about Social Security that might surprise you.
Even low inflation rates can pose a threat to investment returns.
How does your ideal retirement differ from reality, and what can we do to better align the two?