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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.
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Helpful Content
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?