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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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Important items to consider when purchasing condo insurance.
It's important to understand the pros and cons when considering a prepaid debit card.
In the face of divorce, making changes to insurance coverage may be overlooked.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
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 assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Do you know how to set up your financial goals for success? This knight does.
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Around the country, attitudes about retirement are shifting.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?