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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
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.