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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 You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Can you keep up with your children’s mobile slang?
Being healthy not only makes you feel good, it may also help you financially.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
What is your plan for health care during retirement?
Here are five facts about Social Security that might surprise you.
2018 could be shaping up to be an interesting year.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how to set up your financial goals for success? This knight does.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.