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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.
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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
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Intellectual property ownership and its implications for ordinary people and estates.
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There are things about Social Security that might surprise you.
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Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
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Second marriages are a trigger event to revisit any existing estate strategies.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Estimate potential long-term care costs and what coverage may help address them.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Estimate how much home may fit within your budget based on income and expenses.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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All about how missing the best market days (or the worst!) might affect your portfolio.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?