Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We provide tax, accounting and consulting services with personalized attention and professional skill to individuals and businesses. If your dollars aren't making sense, call us!
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
It's important to understand the pros and cons when considering a prepaid debit card.
Ascertaining the value of your business is important for a variety of reasons.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how to set up your financial goals for success? This knight does.