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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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
In the face of divorce, making changes to insurance coverage may be overlooked.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
What does your home really cost?
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Why are 401(k) plans, annuities, and IRAs so popular?
Making the most of surprises is a great reason to work with us.