This site contains many items of interest involving Financial and Tax matters. As you browse, jot down any questions and ask us for the answers. There is no charge for preliminary phone calls. There is no charge for an initial background office conference. If your inquiry is leading to chargeable time, we'll let you know in advance.
We strive to give you the best financial and tax help possible. If you have a question that is not addressed in these pages, again, give us a call. It is our job to see that you pay no more tax than the law requires.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Simple steps may help you foil hackers and protect your privacy.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The uncertainties we face in retirement can erode our sense of confidence.
Healthy habits are one of the greatest gifts to give your child.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.