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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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Reasons to retain your coverage into your retirement years.
Healthy habits are one of the greatest gifts to give your child.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here are six flags that may make your tax return prime for an IRS audit.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
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.
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn about the difference between bulls and bears—markets, that is!
For women, retirement strategy is a long race. It’s helpful to know the route.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.