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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.
Helpful Content
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.